Lyn Grant Financial Services

Guiding YOU to a Better Financial Future

Professional, confidential and educated financial advice.

Who do I work with?

Women are my main focus.  My observation after spending 27 years in the banking industry, women are under-served, receive mediocre advice and not given the same respect as their male counterparts. I serve single women, their families, women in business.

Portfolio Access

Convienient access to your client portfolio, e-statements and more. 

Financial Strategy

Lets find out what your goals are and set an achievable plan.

Retirement Planning

Determine the best way to retire the way you want to live.

Insurance Analysis

It’s not about selling insurance, it is about protecting your loved ones in case of disaster.

Tax Planning

 Learn the strategies to minimize losses and lessen tax burden.

How Can I Help?

LynGrant Financial Services is qualified to help you build a sound financial strategy whatever stage of life you are at.

You might be just starting out or have a young family and recognize that the need for proper financial advice and protection is real. You can utilize the power of time!  Start saving early and let the power of compounding be your friend.

Are you at midlife, divorce or widowed, recently experienced a death in the family? You have a greater need for proper advise to preserve and grow your assets; or maybe you are starting from scratch.

The transition into retirement is also a key time to revisit the financial plan as it is considered a new “phase” of life.

What is a Certified Financial Planner?

Certified Financial PlannerThe most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own.

CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.

Don’t Wait Any Longer. Start Taking Control of YOUR Financial Future!