About Lindsey Kilgour
Everyone has a passion. Our team’s passion is to make a difference. A difference in the lives of our clients, our community, and for our families.
When we can also help our clients make a difference in the world through their legacy and financial planning, that makes what we do even more meaningful.
The strength of a financial plan comes not only from strong technical knowledge and exceptional attention to detail. It also comes from knowing what inspires and drives our clients.
A successful plan begins by understanding our clients’ personal goals, values, and aspirations. It’s about taking the time to understand their needs today, through retirement, and their vision of how they can support the people and causes they love.
Through extensive experience and education, I can help you meet all your financial goals – today and for generations to come. After graduating with my H.B. Comm, from McMaster University in 2009, I completed my Certified Financial Planner (CFP®) designation in December 2012, earning the honour of joining the president’s list for the second highest score in the country on my final exam. I continue down the road of lifelong learning with the CSC, CPH and with the completion of my most recent designation of Master Financial Advisor-philanthropy (MFA-P), providing me extensive knowledge on efficient gift giving.
Typical Clients
We work with clients who are looking for a trusted partner to help them simplify complex financial situations and guide them with clear strategies and solutions. For example, this may include:
– Business owners looking to exit the business within the next 3-5 years
– Pre-retirees wanting to structure their retirement paycheque
– People looking to make a large gift to a registered charity either now or as part of their estate
Importantly, our clients understand the value of a comprehensive, interactive, and dynamic “living” financial plan that adapts to their changing needs. Along with an advisor that helps them remove the stress of managing finances so they can enjoy their wealth today, protect it in the future, and share it with those they love.
Ultimately, I believe that relationships and family are a key part of who we are and where we are going. In my case, I am married to a supportive husband, Scott, and we have two incredible children, Evelyn and Elaina. They are my driving force, and the reason I want to help make our community and the world a better place.
I look forward to hearing about your driving force.