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Lynn Whetham

Lynn Whetham

Lynn Whetham

Biographical Info

Since 1995, Lynn has enjoyed working with all types of clients including business owners and managers who are preparing for retirement, and she derives a great deal of satisfaction knowing that their financial future is being taken care of step by step. Lynn also uses her skills as a Certified Financial Planner to work with clients who have retired and are keen to maximize and protect the capital they have worked hard to accumulate.

Her assistance doesn’t stop there. She also works with clients on transition plans to transfer assets to their family or beneficiaries. Lynn’s motto is “we don’t simply recommend investments, we create your plan”. 

Lynn enjoys sharing her knowledge through presentations and workshops. A few of her favourite keynotes are:

“How to Keep Revenue Canada From Becoming Your Primary Beneficiary”
“Only Pay Taxes on Your Estate If You Want To”
“The Other Tax Deduction”
“The New Retirement”

Lynn believes in community involvement and is often found in attendance at the Sheffield Lions Club and Cambridge Kiwanis Club. She serves on the Board of Arcady, an association dedicated to the arts and on the board of the Grand River Film Festival.

Lynn and her husband Neil have four adult daughters and live on a hobby farm where they enjoy country living. Lynn gains tremendous enjoyment from riding her horse Arrow at the farm and on long weekends with friends camping with horses in Ganaraska Park near Peterborough.

Lynn’s lighthearted sense of humour is welcomed by all who meet her especially since most people find financial planning tedious and wish that such a serious matter would take care of itself.

Lynn would be pleased to arrange a personal consultation for you to discuss “The 5 Easy Steps for a Secure Future".

Profession Certified Financial Planner and Managing Partner 1.866.218.6467

Lynn Whetham

What about Debt? – Stepright Capital Planning Inc.

We hear a lot about debt today: Things like personal debt is at all-time highs; government debt is out of control. What does it all mean? What’s the truth? Is all debt bad? Where do you stand? Understand Your Debt… Source: What about Debt? – Stepright Capital Planning Inc.