Lindsay Thom

Lindsay Thom Email and Phone Number

Head of Operations and Client Experience, Associate Investment Advisor with CrossPoint Financial, iA Private Wealth Inc. @ CrossPoint Financial | iA Private Wealth Inc.
ottawa, ontario, canada
Lindsay Thom's Location
Ottawa, Ontario, Canada, Canada
Lindsay Thom's Contact Details

Lindsay Thom personal email

n/a
About Lindsay Thom

Lindsay Thom is a Head of Operations and Client Experience, Associate Investment Advisor with CrossPoint Financial, iA Private Wealth Inc. at CrossPoint Financial | iA Private Wealth Inc.. They possess expertise in customer service, sales, marketing, retirement planning, investments and 11 more skills.

Lindsay Thom's Current Company Details
CrossPoint Financial | iA Private Wealth Inc.

Crosspoint Financial | Ia Private Wealth Inc.

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Head of Operations and Client Experience, Associate Investment Advisor with CrossPoint Financial, iA Private Wealth Inc.
ottawa, ontario, canada
Website:
crosspointfinancial.ca
Employees:
8
Lindsay Thom Work Experience Details
  • Crosspoint Financial | Ia Private Wealth Inc.
    Head Of Operations And Client Experience
    Crosspoint Financial | Ia Private Wealth Inc. Aug 2021 - Present
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  • Ia Wealth
    Senior Manager, Practice Management
    Ia Wealth Jan 2019 - Aug 2021
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  • Industrial Alliance Securities
    Senior Branch Manager At Holliswealth, A Division Of Industrial Alliance Securities Inc.
    Industrial Alliance Securities Aug 2017 - Dec 2018
    Ottawa, Canada Area
    As a Senior Manager of HollisWealth, I supervise a team of Branch Managers supervising IIROC registered branches in Eastern Canada and the Prairies.
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  • Holliswealth, Global Wealth Management, Scotiabank
    Senior Branch Manager
    Holliswealth, Global Wealth Management, Scotiabank Nov 2015 - Dec 2018
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  • Holliswealth, Scotiabank Global Wealth & Insurance
    Financial Advisor & Branch Manager
    Holliswealth, Scotiabank Global Wealth & Insurance Jun 2006 - Nov 2015
    View

Lindsay Thom Skills

Customer Service Sales Marketing Retirement Planning Investments Estate Planning Business Planning Team Building Time Management Leadership Analysis Coaching Event Management Entrepreneurship Event Planning Mutual Funds

Lindsay Thom Education Details

Frequently Asked Questions about Lindsay Thom

What company does Lindsay Thom work for?

Lindsay Thom works for Crosspoint Financial | Ia Private Wealth Inc.

What is Lindsay Thom's role at the current company?

Lindsay Thom's current role is Head of Operations and Client Experience, Associate Investment Advisor with CrossPoint Financial, iA Private Wealth Inc..

What is Lindsay Thom's email address?

Lindsay Thom's email address is li****@****ank.com

What schools did Lindsay Thom attend?

Lindsay Thom attended Canadian Securities Institute (Csi), Ific, Carleton University.

What skills is Lindsay Thom known for?

Lindsay Thom has skills like Customer Service, Sales, Marketing, Retirement Planning, Investments, Estate Planning, Business Planning, Team Building, Time Management, Leadership, Analysis, Coaching.

Who are Lindsay Thom's colleagues?

Lindsay Thom's colleagues are Erin Gendron, Cfp®, Sandra Perez, Brandi Fournier, Zarian Khan, Cim®.

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