Lyn is a Chartered Accountant and Certified Financial Planner. Lyn established The Greer Team in 2001 with the philosophy of working with clients to accomplish their goals efficiently and guard against any risks that can derail them on this path. With so many financial options available, Lyn and The Greer Team provide peace of mind by working with clients to establish effective and personalized strategies. Lyn’s specialty is in comprehensive tax planning which is a key focus of our wealth management approach, alongside cash flow analysis, disciplined savings, insurance, and estate planning. Lyn’s business has been built over the years primarily on referrals, with client relationships being cultivated on the cornerstone values of integrity, openness and trust. Lyn is a past member of IPC’s National Advisory Board and volunteers on the Financial Standards Planning Council. Every year Lyn and her family organize the Great Memories Golf Classic tournament in support of Alzheimer’s in memory of her father. Lyn is married with 2 children and a dog and understands the dynamics of work and life balance. She enjoys curling, golf, travel, and cottage life.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.