Certified Financial Planner®

Lyn GreerCPA, CA, CFP®

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.