OUR TEAM

Serving Burlington, Oakville & Surrounding Areas

REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Jack Lumsden, MBA, CFP, is a Financial Advisor with over 20 years of experience, who has enjoyed building a strong career and loyal client base. He focuses on those who are or will be making the transition from their working years to retirement, with the need to develop a lifelong income and cash-flow strategy from the financial assets they have accumulated.

A life-long resident of Burlington, Jack dedicates much of his spare time to staying active and coaching high school football. Spending time with family is another of his core values. He enjoys attending sports events with his son Connor and country music concerts with daughter Paige, while he and his wife Sandi like to travel with friends and explore new destinations.

Jack’s education includes a BBA from Wilfrid Laurier University (where he met Sandi), and an MBA from McMaster University. He is also a CERTIFIED FINANCIAL PLANNER® or CFP® professional. The CFP designation is recognized worldwide for excellence in financial planning.

Lynda has been in the financial service industry for over 25 years, bringing a lot of experience to her role. She has worked with Jack for many years as his Administrative Manager and has a long standing and warm relationship with all of his clients. She proudly assists in all client meetings, educational and client appreciation events. Lynda was born in Kenya and moved to Canada in the early 80’s. She is married with one daughter and lives in Mississauga.

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