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Lynda Clark, Cfp Fma Email & Phone Number

Senior Investment Advisor at Manulife Securities Incorporated at Manulife Securities Incorporated
Location: Mississauga, Ontario, Canada 5 work roles
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Role
Senior Investment Advisor at Manulife Securities Incorporated
Location
Mississauga, Ontario, Canada
Company size

Who is Lynda Clark, Cfp Fma? Overview

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Quick answer

Lynda Clark, Cfp Fma is listed as Senior Investment Advisor at Manulife Securities Incorporated at Manulife Securities Incorporated, a company with 1099 employees, based in Mississauga, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Lynda Clark, Cfp Fma.

Lynda Clark, Cfp Fma previously worked as Senior Investment Advisor at Manulife Securities Incorporated and Senior Financial Planner at Td.

Company email context

Email format at Manulife Securities Incorporated

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Manulife Securities Incorporated

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Profile bio

About Lynda Clark, Cfp Fma

Before all else I am a financial planner. We develop a current picture of your financial situation including your income, assets, debts & insurance. We work together to determine your priorities and goals and then I put an action plan together to achieve your goals - both short term and long term, keeping in mind income tax & estate implications for you and your family. Once the plan is set in motion we get together on a regular basis to review changes in your personal situation as well as legislative changes that could affect you.I have been a Financial Planner since 1999 and life insurance licensed since 2003. I am a senior investment advisor with Manulife Securities Incorporated since Aug 2014 and previously a Senior Financial Planner with TD Wealth Financial Planning since 1999.In my spare time I enjoy walking my dog, gardening and traveling to new places.

Listed skills include Investments, Wealth Management, Mutual Funds, Financial Planning, and 8 others.

Current workplace

Lynda Clark, Cfp Fma's current company

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Manulife Securities Incorporated
Manulife Securities Incorporated
Senior Investment Advisor at Manulife Securities Incorporated
oakville, ontario, canada
Employees
1099
AeroLeads page
5 roles

Lynda Clark, Cfp Fma work experience

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

Senior Financial Planner

Td

Toronto, Canada Area

Jan 1999 - Aug 2014

Senior Personal Banker

Td

Mississauga

Jan 1993 - Jan 1999

Area Mortgage Manager

Td

Oakville

I worked with real estate agents and mortgage brokers and their clients in the Oakville area to obtain mortgages, lines of credit and other sources of financing to achieve their financial goals

Jan 1990 - Jan 1993

Personal Banking Representative

Td

Oakville & Brampton

I worked in various positions in the bank to develop my knowledge and skill set while working on my accreditations on a part time basis

Aug 1970 - Jan 1990
Team & coworkers

Colleagues at Manulife Securities Incorporated

Other employees you can reach at manulifesecurities.ca. View company contacts for 1099 employees →

FAQ

Frequently asked questions about Lynda Clark, Cfp Fma

Quick answers generated from the profile data available on this page.

What company does Lynda Clark, Cfp Fma work for?

Lynda Clark, Cfp Fma works for Manulife Securities Incorporated.

What is Lynda Clark, Cfp Fma's role at Manulife Securities Incorporated?

Lynda Clark, Cfp Fma is listed as Senior Investment Advisor at Manulife Securities Incorporated at Manulife Securities Incorporated.

Where is Lynda Clark, Cfp Fma based?

Lynda Clark, Cfp Fma is based in Mississauga, Ontario, Canada while working with Manulife Securities Incorporated.

What companies has Lynda Clark, Cfp Fma worked for?

Lynda Clark, Cfp Fma has worked for Manulife Securities Incorporated and Td.

Who are Lynda Clark, Cfp Fma's colleagues at Manulife Securities Incorporated?

Lynda Clark, Cfp Fma's colleagues at Manulife Securities Incorporated include Beth Ruff, Jamie Sutherland, Janice Book, Mathieu Côté, and Patricia Fraser.

How can I contact Lynda Clark, Cfp Fma?

You can use AeroLeads to view verified contact signals for Lynda Clark, Cfp Fma at Manulife Securities Incorporated, including work email, phone, and LinkedIn data when available.

What skills is Lynda Clark, Cfp Fma known for?

Lynda Clark, Cfp Fma is listed with skills including Investments, Wealth Management, Mutual Funds, Financial Planning, Retirement Planning, Equities, Finance, and Investment Management.

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