Insightful Wealth Group

Linda is a Licensed Associate Investment Advisor and has ten years of industry experience.  She manages the financial affairs of individuals, families, and small business owners who are in the building and accumulation stages.

She has successfully completed the Conduct & Practices Handbook Course, Professional Financial Planning Course, Certificate in Retirement Strategy, and the Wealth Management Techniques course to obtain her FMA designation (Financial Management Advisor).

Born and raised in White Rock, Linda currently lives in South Surrey with her son.  Linda’s personal interests include hockey, football, gardening, interior decorating, and spending time with friends and family. She also enjoys travel and has been to California, Hawaii, England, Fiji, and various destinations within Canada.

Linda partners with Christine in financial planning and client meetings. Some of the key functions she can help you with are:

• Account review meetings*
• Documentation and financial planning meetings
• Investment strategy implementation*
• Flow-through investments and initial public offerings
• Introductions of Christine’s services to your friends, family, and associates

*in conjunction with Christine