Lynda Hay

Profile Image
Lynda Hay

Senior Investment Advisor

CFP®

CIM®

CDFA

Working together to help you achieve what truly matters to you

Phone

Office

(403) 299-8620

Office Location

Suite 900 421 7th Ave SW Calgary, AB T2P 4K9. map

As an Investment Advisor for over 35 years, I have participated in the evolution of the wealth management industry.  I have been privileged to represent my clients through all sorts of “life”, and I use that experience to help them meet their financial goals. There is nothing more satisfying to me than to have walked with my clients down the path from formation to realization of a life goal.  It is essential to establish a true understanding of your needs, through conversation, shared experiences and a resulting trust and confidence.

In addition to my detailed training and expertise, I have the added strength of TD Wealth behind me. By collaborating with TD specialists, collectively we are able to address the full spectrum of wealth considerations, from estate planning, tax efficient strategies, insurance and business succession to specialized planning for those nearing or in retirement, and individuals who are going through a divorce.

Hay Sisters Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Certificates

CFP®

CIM®

CDFA

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

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Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Lifetime Capital Gains Exemption tops $1M: What business owners need to know

Article

Lifetime Capital Gains Exemption tops $1M: What business owners need to know

The Lifetime Capital Gains Exemption has topped $1 million. For owners selling a business, the LCGE can allow you to keep more money in your pocket. Pierre Létourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to talk about some ways to maximize your use of this important tax tool.