Lynne Triffon, CFP®, RFP
Private Wealth Advisor, Financial Planner
Lynne helps a variety of executives and professionals define and achieve their personal financial goals throughout their careers and into retirement. An expert in financial, tax and estate planning, she guides her clients towards financial independence through customized and objective advice that puts her clients’ needs first and foremost in everything she does for them. Lynne also helps many retired clients grow and protect the assets they have created. Lynne has many long-term relationships with her clients, testament to the quality counsel she provides and the trust she earns.
A clear and compelling communicator, Lynne is a sought-after speaker and former personal finance columnist at the Vancouver Sun. She has a knack for relating investment terms and concepts to non-specialists, a skill that brings peace of mind to her clients.
Lynne joined the firm in 1999, having been a fee-only financial planner for more than 10 years before then. She earned both the Registered Financial Planner designations and was awarded the CFP® designation. She has devoted many hours to the financial planning profession through service on boards of professional organizations, including the Institute of Advanced Financial Planners, of which she was the founding president, and currently sits on the Board of Regents.
Beyond the Office
A resident of Vancouver, Lynne is an avid sailor and traveller.