Lynn Whetham, Certified Financial Planner

Advisor, Assante

About Lynn Whetham

Lynn Whetham

Financial Writer, Educator, Speaker and Radio Show Host

Lynn Whetham is a Financial Writer, Educator, Speaker and Radio Show Host. As a professor, she specialized in teaching financial planning, assisting people to create a retirement of their own design. Lynn is passionate about helping individuals discover the tools and knowledge they need to maximize their financial and philanthropic opportunities. As a result, Lynn is able to enhance the lives of the people with whom she works by multiplying their impact on those causes that are most meaningful to them.

Lynn is an expert writer for the publication, Neighbours of West Galt. She has thousands of listeners following her radio show, Mindful Money Management, which is dedicated to empowering socially conscious individuals to manage their financial resources for the benefit of themselves, their families and the greater community.  Lynn’s first book Retire Abundantly was published in 2018.

Lynn has served the arts community as a board member of the Kiwanis Boys Choir and, before joining the board of the Grand River Festival, acted as their volunteer co-ordinator. She is currently a Lions Club International member and a past member of the board of The Bridges, the Cambridge Homeless Shelter.

Lynn believes that rural roots help to keep her grounded.  She is not afraid of hard work or an active lifestyle. Lynn has four adult daughters and three grandchildren. She lives on a hobby farm with her husband, Neil, where her favorite pastime is trail riding with her horse, Winchester, and cuddling with her dog, Newton.

Typical Clients

As a financial educator and consultant, Lynn helps socially conscious people make values-based investment and philantropic decisions that allow them to make a far bigger impact than they ever thought possible.  As author of Retire Abundantly and host of the Mindful Money Mangement Radio Show, thousand around the world have been motivated to make a difference.  By showing Canadians how to redirect their social capital (also known as taxes) to causes they care about, Lynn shows Canadians how to multipy their influence

Contact Lynn Whetham about adding a charitable gift to your Will

lwhetham@assante.com 519-654-8342 Lynn's website