Daniel Lynch
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Daniel Lynch Email & Phone Number

Certified Financial Planner, serving concerned people in the development of their financial strategies. at Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.)
Location: Hamilton, Ontario, Canada 8 work roles 4 schools
1 work email found @la-financialgroup.on.ca 1 phone found area 905 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@la-financialgroup.on.ca
Direct phone (905) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.)
Role
Certified Financial Planner, serving concerned people in the development of their financial strategies.
Location
Hamilton, Ontario, Canada

Who is Daniel Lynch? Overview

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Quick answer

Daniel Lynch is listed as Certified Financial Planner, serving concerned people in the development of their financial strategies. at Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.), based in Hamilton, Ontario, Canada. AeroLeads shows a work email signal at la-financialgroup.on.ca, phone signal with area code 905, and a matched LinkedIn profile for Daniel Lynch.

Daniel Lynch previously worked as President - Your Planners at Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.) and Instructor at Niagara College Canada. Daniel Lynch holds Certified Financial Planner from Financial Planners Standards Council Of Canada.

Company email context

Email format at Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.)

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*@la-financialgroup.on.ca
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AeroLeads found 1 current-domain work email signal for Daniel Lynch. Compare company email patterns before reaching out.

Profile bio

About Daniel Lynch

I help concerned people rest easier by understanding them, then personalizing their financial strategies.Over 25 years in the Financial Services industry, working with both individuals and small companies helps us to better understand the unique challenges that both face every day. L&A Financial Group works together to better identify and prioritize goals that effect the lives of our clients based upon their distinctive needs and objectives.Anyone, young or old, wealthy or striving to be wealthy, can benefit from the time taken to prepare, institute, review and revise a Financial Plan.Company owner challenges including employee benefits, key person protection, income protection and succession planning necessitate the need for a good financial planning team.Knowing you makes us better!

Listed skills include Mutual Funds, Financial Planning, Retirement Planning, Wealth Management, and 16 others.

Current workplace

Daniel Lynch's current company

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Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.)
Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.)
Certified Financial Planner, serving concerned people in the development of their financial strategies.
8 roles

Daniel Lynch work experience

A career timeline built from the work history available for this profile.

President - Your Planners

Current
Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.)

Hamilton, Ontario

Provider of personal and corporate insurance and investment strategies and products throughout the Golden Horseshoe.As a Certified Financial Planner I am able to help clients better understand the steps necessary to plan properly for today, tomorrow and the next generation.

May 1986 - Present

President & Convenor

Grimsby Co-Ed Slo-Pitch

Grimsby

League convenor

Jan 2009 - Feb 2014

Advisory Board Member

Hamilton All Star Jazz Bands

Organization financial and funding advisor

Aug 2010 - Sep 2012

President

L&A Financial

Hamilton

Responsible for all aspects of a small mutal fund dealership including policies, procedures and compliance requirements of the MFDA.

Apr 2001 - Jul 2009

Partner

Odyssey Financial Planning

Hamilton

Compliance and Financial Administration

Jun 1996 - Apr 2001

Principal

Cordial Catering

Banquet Manager Old Bayfront Restaurant

Jan 1984 - May 1986

Site Supervisor

Westpile Inc.

Responsible for site safety and general schedule operations

Jan 1982 - Dec 1984
4 education records

Daniel Lynch education

Certified Financial Planner

Financial Planners Standards Council Of Canada

Chartered Financial Consultant

American College & Canadian Institute Of Chartered Life Underwriters/Chartered Financial Consultants

Chartered Life Underwriter

The Canadian Institute Of Chartered Life Underwriters

Business Administration

Mcmaster University
FAQ

Frequently asked questions about Daniel Lynch

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What company does Daniel Lynch work for?

Daniel Lynch works for Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.).

What is Daniel Lynch's role at Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.)?

Daniel Lynch is listed as Certified Financial Planner, serving concerned people in the development of their financial strategies. at Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.).

What is Daniel Lynch's email address?

AeroLeads has found 1 work email signal at @la-financialgroup.on.ca for Daniel Lynch at Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.).

What is Daniel Lynch's phone number?

AeroLeads has found 1 phone signal(s) with area code 905 for Daniel Lynch at Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.).

Where is Daniel Lynch based?

Daniel Lynch is based in Hamilton, Ontario, Canada while working with Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.).

What companies has Daniel Lynch worked for?

Daniel Lynch has worked for Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.), Niagara College Canada, Grimsby Co-Ed Slo-Pitch, Hamilton All Star Jazz Bands, and L&A Financial.

How can I contact Daniel Lynch?

You can use AeroLeads to view verified contact signals for Daniel Lynch at Your Planners (Mutual Funds Provided Through Investia Financial Services Inc.), including work email, phone, and LinkedIn data when available.

What schools did Daniel Lynch attend?

Daniel Lynch holds Certified Financial Planner from Financial Planners Standards Council Of Canada.

What skills is Daniel Lynch known for?

Daniel Lynch is listed with skills including Mutual Funds, Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Financial Advisory, Investment Strategies, and Finance.

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