Lindsay Moro is a dedicated investment professional and is a trusted advisor with 27 years of experience advising affluent families. With a personalized and caring approach, she focuses on her client’s wants and needs and is known for her deep understanding of her client's situations.
Lindsay joined BMO Private Wealth in 2017 after working as a Financial Planner for 20 years at another financial institution. Lindsay holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Financial Management Advisor (FMA®), and Fellow of the Canadian Securities Institute (FCSI®) designations. She has a strong understanding of the needs of affluent investors and a passion for helping people achieve their goals.
In her personal time, Lindsay’s enjoys spending time with her husband and son, usually camping on Manitoulin Island, or out on a golf course.