Lynn Curtin Lange

CIM, CPA, CMA

Portfolio Manager, Senior Wealth Advisor

Biography

Lynn has been a financial advisor since 1987 and a professional accountant since 1988. She earned her bachelor’s degree in math (Honours) from the University of Waterloo in 1986 and became a Certified Management Accountant (CMA) in 1988. She holds credentials from the Canadian Securities Institute as well as her Insurance License.

Lynn is actively involved in the Burlington community, which she has called home for over 40 years. She has been involved in raising funds for various local charities and served on several boards in a governance capacity. Lynn was the recipient of the 2001 Mayor’s Business Community Service Award. In September 2002, Lynn was awarded the University of Waterloo Alumni Achievement Medal for her professional contributions in the financial services industry and her active participation in community and public service commitments. Most recently, after a comprehensive nomination and selection process, Lynn was recognized as one of Canada’s 2023 Top 50 Leading Women in Wealth by Wealth Professional.

In November 2005, Lynn opened North Shore Wealth Management in Burlington. This has allowed her to provide truly independent advice without the pressure of being an employee of a large corporation. With over 35 years of wealth management experience, Lynn and her team provide first class personal service and have become one of the most sought-after wealth advisory teams in Burlington.

Contact

Service Languages

  • English