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 over five years ago as an Administrator and worked her way up to become the first Associate with Skyline Wealth. When working with clients, Lindsey believes in developing a personalized experience for each of Skyline Wealth’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 is currently enrolled in the 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.