Lynda Dumouchelle, CFP ®

Certified Financial Planner®

Lynda has been part of the Financial Service Industry since 1994.  Her previous experience has been as a representative for Mutual Fund Dealers and as an Independent Broker with several life insurance companies.

Lynda’s accreditations include:

  • Life Insurance Level II
  • Accident and Sickness
  • Canadian Securities Course
  • The Canadian Investments Funds Course
  • Professional Financial Planning Course
  • CFP®, Certified Financial Planning Course
  • Branch Managers’ Course
  • CEA – Certified Executor Advisor

Lynda believes the first step toward building a trusting relationship is making sure she understands her client’s goals and risk tolerance. She listens carefully, and then charts a course of action.  Planning for the financial future gives people peace of mind; a feeling of control.

Lynda strives to provide the best financial service for her clients. She is currently accepting referrals and new clients.

 

Insurance products available through Lynda Dumouchelle.