Lindsay Rowe is a Collingwood native, who has over 22 years of financial industry experience and holds her Securities and Insurance License.
After graduating with an Economics Degree from Western University, Lindsay started her career collaborating with Investment Advisors in 2002. She worked as a Practice Consultant with several major financial institutions including Merrill Lynch, Morgan Stanley, TD Wealth and BMO Nesbitt Burns, advising Investment Advisors on how to efficiently build and grow their practices. In 2022, Lindsay became a licensed Investment Advisor herself and is also a Chartered Investment Manager, and Certified Financial Planner.
Lindsay works with clients and their families to design and implement personalized strategies aimed at preserving net worth, risk mitigation, enhancing income and setting long-term investment strategies. Lindsay proactively listens to clients and seeks to understand and appreciate their unique dynamics to help them pursue their goals and ease their concerns around wealth. She then works to connect the people, processes, and services that clients need, harnessing the extensive capabilities of BMO Nesbitt Burns.
Lindsay is a Certified Financial Services Coach and Yoga teacher, plays women’s hockey, is an active runner and sits on various charitable committees throughout Simcoe County. Lindsay keeps busy with her young daughter Kit, who brings much joy to Lindsay’s life.
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