Andrew Lynn

Investment Specialist @Scotiabank

Ottawa, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2016 — Present

Investment Specialist @Scotiabank

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CA

As a Scotiabank Investment Specialist, I draw on my investment expertise and years of financial planning experience to help my clients realize their financial goals. I am committed to nurturing long-term relationships with my clients. An in-depth understanding of their goals and financial situation ensures relevant advice and solutions that are tailored to meet their unique needs. My clients also appreciate the convenience of meeting with them at a time and place that fits their needs. I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. Using a disciplined approach, I advise my clients on the following valuable services: • Goals/financial assessment • Customized financial planning • Tailored investment solutions I am a proud member of Scotiabank’s Investment Specialist team – a group of experienced investment professionals dedicated to helping our clients become financially better off, backed by the strength of a leading Canadian bank. I would be happy to meet with you wherever is convenient. Feel free to contact me at 61••••••83 or by email a••••••••@scotiabank.com.

EDUCATION

1989 — 1993

Bishop's University

Bachelor’s Degree

ABOUT ANDREW LYNN

Investment Specialist at Scotiabank

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Andrew Lynn — Investment Specialist at Scotiabank in Ottawa, CA | Unifers