Lynn MacNeil, Fin. Pl.
Vice President, Investment Advisor
Tel. 514.981.5794 • Email: Lynn.MacNeil@RichardsonGMP.com
Lynn’s interest in the world of finance and investing started early. As a child she was fascinated with how money could make money; as a teen she began an investment plan and started to understand how money could work in her favour. From then on her passion grew to what has become a 20+ year career. She holds the Financial Planner (Fin. Pl.) designation from the Institut québécois de planification financière. Prior to joining Richardson GMP in 2015, Lynn was a member of the Executive and Senior Consultant Group at Investors Group, and earned recognition at President’s Club in 2014 for high achievement on behalf of her clients.
By building trusting relationships and taking a teaching approach to advising, Lynn helps people achieve their financial goals and understand why they’re doing what they are doing. Along with her husband and business partner, Fadi Ephtimios, Lynn has built a successful wealth management practice, working with clients she genuinely likes and enjoys working with. Lynn follows a client-centred, holistic approach to financial planning, focusing on overall wealth management – growing, preserving, and transferring clients’ legacies from one generation to the next.
Lynn considers each client as an individual, moulded by past experiences into who they are today. Their goals, concerns, and risk tolerance are the basis of her comprehensive and customized planning. Lynn builds solid investment strategies built for today’s markets, whether the goal be capital preservation, superior investment performance, or increased income. She applies her experience in tax, estate, insurance, and business succession through a disciplined process, creating a dynamic financial roadmap to help clients realize their goals and stay on track.
Lynn studied at Concordia University in Business Administration, and is currently enrolled there in an Art History & Studio Arts program. . She is an alumna and former alumnae board member of the Sacred Heart School of Montreal who enjoys spending time with her husband Fadi, and their three children. She does gymnastics and volunteers at her daughter’s gymnastics club. Lynn’s other interests include health and fitness, travel, and art.