Lynley Schwartzentruber

Financial Advisor, Insurance Advisor

Lynley is passionate about personal finance, has extensive knowledge in small business, technology, and personal income tax, and appreciates the challenge of creating the best financial situation for all of her clients. Currently, Lynley is pursuing her Certified Financial Planner designation and is working in partnership with Stephen & Catherine Jones to grow her Wealth Management practice.

 

Qualifications & Experience:

  • Certificate in Advanced Financial Advice (2019)
  • Life Insurance Licensed (2019)
  • Certificate in Advanced Mutual Funds Advice (2018)
  • Co-owner and Accounting Manager of Legacy Art & Gauge (since 2013)
  • Bookkeeping and Income Tax Preparation (since 2011)
  • Five years as Controller for a private Auto Finance company
  • Six years training adult students and corporate clients (Conestoga College, Trios College, Summit Learning Centres), with a strong focus on technology
  • Certified Microsoft Office Master
  • Bachelor of Business Administration – Wilfrid Laurier University (2006)


Lynley has been married to Mark for 15 years, and they have an eleven-year-old daughter, a nine-year-old son, and a Wirehaired Pointing Griffon named Rory. When she’s not working, Lynley loves to spend time discovering and mastering new technology, creating handmade items, baking, reading, and spending time with family.