Lynn Whetham

Financial Advisor

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Specialist (RIS)

As a financial educator and consultant , Lynn helps socially conscious people make values-based investment and philanthropic decisions that allow them to make a far bigger impact than they ever thought possible. As author of Retire Abundantly and host of Mindful Money Management radio show, thousands around the world have been motivated to make a difference. By helping Canadians multiply thier influence Lynn and her team have shown Canadians how to redirect more than $10 million of thier social Capital (also known as taxes) to causes they care about and it is their goal to make it $100 million.

Services Offered in RI
  • Financial planning
  • Insurance & risk planning
  • Investment management
  • Charitable giving
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • British Columbia
  • Ontario