The Danielson Dyck Investment Team has partnered with Lottie Austin to provide bespoke strategies for each client's unique situation and goals.
Lottie Austin, CLU, TEP, CFP®, M.Music, B.Ed®
Senior Vice President & Estate and Insurance Advisor
With more than 18 years of experience in the estate and insurance industry, Lottie's business philosophy focuses on building trusting relationships with Investment Advisors and their clients and working collaboratively to prepare customized strategies to enhance the client's financial position. Lottie's clients benefit from her dedication to providing excellence in wealth management and legacy planning and her commitment to developing a plan that will ensure a client's assets and earnings will continue to benefit them throughout their lifetime, as well as enable them to provide for their heirs after their death.
Lottie is an accredited Chartered Life Underwriter (CLU), CERTIFIED FINANCIAL PLANNER ® professional and Trust and Estate Practitioner (TEP). She is a member of the Conference for Advanced Life Underwriting (CALU), Advocis and the Canadian Institute of Financial Planners. An accomplished pianist, Lottie was a finalist in the 2014 Calgary Honen's ProAm Piano Competition.
Lottie was recently recognized by Mayor's Luncheon for Business and the Arts in Lethbridge as a longstanding commitment to the arts in the community. Lottie was nominated by the University of Lethbridge and the Lethbridge Symphony. She received a Joan Waterfield Memorial Award in conjunction with her spouse Dr. George Evelyn.
BMO Estate Insurance Advisory Services
The BMO Estate Insurance and Advisory Services delivers innovative and customized insurance solution to clients thought out Estate and Insurance Advisors. We assess your wealth management needs and recommend insurance strategies that are designed to preserve, enhance, transfer and protect the wealth you've created. Whether you're focused on growing your investments in a tax-efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage, we will collaborate with the Danielson Dyck Investment team to help with your estate and insurance needs.