Lynn specializes in providing bookkeeping services to small business clients and developing comprehensive estate plans for individuals. She acts as a safety net for financials - ensuring no unforeseen issues arise.
For estate planning work, assisting executors through one of the most challenging and difficult times of their life is immensely gratifying to her. She helps these clients by tax planning for clients to ensure they can pay the least amount of tax on their estate and leave as much information for those dealing with the estate. Lynn is happiest when she can help a client solve a problem or help an executor wrap up the estate as quickly as possible. She enjoys that there is not one right way to help clients and that each brings variety to her work.
Lynn gets involved with her community through her seat on the board for Fort Macleod Little League, and as previous board member of Chinook West Little League and Fort Macleod Royals.
Connect with Lynn
If you require immediate assistance, please contact us by phone at 1 (800) 665-5034.
Free Consultation
Have questions? Book a free consultation. It's really just a casual conversation where we try to learn more about you and your goals, and how we can help you achieve those.
