Linda is a graduate of Queen’s University, a Certified Financial Planner, Financial Management Advisor and Certified Executor Advisor and has had a successful and varied career in the financial services industry for the past 25 years. Linda leads the Wealth Advisory area and is a member of Henderson Partners Leadership team helping to guide its strategic direction.
She has completed the Canadian Securities Course, the Canadian Investment Funds Course, the Conduct and Practices Handbook, the Professional Financial Planning Course, Wealth Management Techniques, the Life License Qualification Program and is currently enrolled in the MTI program through the Canadian Securities Institute.
Linda has extensive experience designing comprehensive financial and estate plans for individuals and small businesses. She has also spent a great part of her career providing investment counseling and estate and trust advice to high net worth individuals and institutional clients.
Linda’s clients are senior executives, professionals and owner/managers of small and medium sized enterprises. She provides breadth and integration of services by overseeing their entire financial picture, including comprehensive planning, multi-generational planning and coordination of family advisors.
Linda is active in the community having served as Chair of Athena Oakville and as President of the Board of Directors of Thistle Oaks Child Care Centre for nine years. She is currently serving her fifth year as a member of the judging panel for the Oakville Awards for Business Excellence.
Specialties: Wealth Planning, Estate Planning, Investment Oversight, Estate and Trust administration