Lynn Sullivan Email & Phone Number

We believe our client relationships are built on integrity, performance and caring personal service - all essential elements of exceptional wealth management.We provide conservative, holistic wealth management services which include investment strategies, tax strategies and estate planning to Business Owners, Professionals, Corporate Executives, Families and Retirees.Your financial interest is the cornerstone of every financial decision we make. It is important to us to be working as part of an independent firm that supports honest, transparent, un-biased and conflict-free advice.Outside of the office, I volunteer at Lakeshore Soccer, Tyndale ST-Georges and am the past president of Windermere Aquatic Club (WAC). I currently hold the position of VP and City Liaison for the city of Beaconsfield for the Beaconsfield Synchro Club. Committee member / Ernie ELs for Autism Canada.http://bit.ly/zuQyjO https://bit.ly/35YUxzZ/*********/Raymond James Ltd. Social Media disclaimer: http://bit.ly/1nspoNnRaymond James (USA) Ltd. is a member of FINRA/SIPC. Raymond James (USA) Ltd. advisors may only transact business with residents of the states and/or jurisdictions for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. www.rjlu.com

Listed skills include Wealth Management, Investments, Investment Strategies, Finance, and 13 others.