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Lynn Whetham

Financial PlannerAssante Capital ManagementCAMBRIDGE, Ontario

Lynn Whetham is a Financial Writer, Educator, Speaker, International Radio Show Host, Retirement Counselor and Planned Giving Consultant. 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 enhances the lives of the people with whom she works by multiplying their impact on the causes that are most meaningful to them.
Lynn believes that we cast a vote for our values each time we spend, invest and donate. Themes important to Lynn are Ethical Consumerism, Socially Responsible Investing and Intentional Giving. Lynn takes the time to help her clients feel good about their choices.
Lynn’s horses and her rural roots keep her grounded and down to earth making conversations with Lynn easy and real.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Divorce & Separation Planning Estate Planning Family Business Planning Insurance Planning Legacy & Philanthropic Planning Planning for those with Disabilities Works Remotely

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner Insurance Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CFP®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund Stock
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