Senior Investment Advisor
Senior Investment Advisor
Randy has over 20 years advising clients on how to be good stewards of their capital. Randy has completed several industry courses including the Canadian Securities Course (CSC), Wealth Management Essentials (WME), Professional Financial Planners Course (PFPC). Having completed the Derivatives Fundamentals and Options Licensing Course (DFOL) he is also options licensed as well. Randy is also a Life Insurance Advisor with TD Wealth Insurance Services.
Born and raised in rural Saskatchewan, Randy and his family moved to Vernon BC in 2002. When Randy is not in the office he enjoys spending time on his acreage or playing his favorite records.
Client Service Associate
CIM®
Lyndsay started her career with the Royal Bank in 2011 and quickly decided that investing money was much more interesting than lending people money. In 2012 she completed the Investment Funds in Canada (IFC) course, and this opened the world of mutual funds, but she wanted more. In 2017 she joined Randy at a prominent Investment brokerage and the world of the securities industry opened.
Lyndsay jumped in with both feet and started working on her credentials. She has completed the Canadian Securities Course (CSC), Wealth Management Essentials (WME), Advanced Investment Strategies (AIS), and Portfolio Management Techniques (PMT). Lyndsay also holds the Chartered Investment Manager (CIM®) designation.
She prides herself on her ability to fully understand her clients' needs and goals so she can help each person and build a personal relationship with all clients. She is the first point of contact for trade execution, product information, and administrative needs.
When Lyndsay is not in the office, she is spending time outdoors with her husband Derek and her two boys Hayden and Cohen.
