Lindsey Wallace Associate, Skyline Wealth Management Inc.
As Associate, Skyline Wealth Management Inc., Lindsey works closely with Advisors, Investors, and the Compliance department to maintain investor accounts, answer inquiries, and ensure that transactions run smoothly.
Lindsey began her career with Skyline Wealth Management over five years ago as an Administrator and worked her way up to become the first Associate with Skyline Wealth Management. When working with clients, Lindsey believes in developing a personalized experience for each of Skyline Wealth Management’s investors and aims to keep her communications frequent so that they are kept “in the loop”. Her efficiency and attention to detail enable her to process information quickly and ensure all work products are error-free.
Lindsey has completed her Exempt Market Proficiency (EMP) course and her Canadian Securities Course (CSC). Lindsey aims to leverage her studies to become an expert in her role as Associate, and to be the best resource she can be for both her colleagues and investors.