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Lynn Whetham

Stepright Capital Planning
Financial Planning

Contact Information:

Cambridge, ON N1R5S2
Canada

Years in Business:

 

20

Clients I'm Seeking:

 

The people I help are those that are concerned that they may be making a mistake with their financial planning. Some are afraid they may be making a mistake they don't even know they are making. I have strength in working with retirees or those about to retire.

About My Business:

 

Lynn Whetham is well-known as a financial educator in the areas surrounding Kitchener-Waterloo, Cambridge, Simcoe and London. Lynn has developed a specialty in guiding retirees and those about to retire who want to protect their principal and insure that their money lasts. Hundreds of investors have used Lynn’s advice to avoid the mistakes made by many retirees. Lynn has counseled hundreds to avoid these pitfalls and thereby protect their retirement. Lynn taught Financial Planning 101 Course at Conestoga College for several years. Lynn earned her Certified Financial Planner designation in 2000 following a rigorous course of study and examination process proving her comprehensive knowledge of personal financial issues. Hundreds of listeners follow her radio show Stepright with Lynn every week. Stepright with Lynn is dedicated to empowering socially conscious individuals to manage their financial resources for the benefit of themselves, their families and the greater community. Lynn serves as a resource to non-profits and those who want to include charitable giving in their financial plans and those who wish to set up their estates to provide a legacy. Lynn lives with husband Neil on a hobby farm near Sheffield Ontario. When she is not guiding her clients through their retirement, Lynn is trail riding on her horse Arrow or working in her flower-beds. If you make one phone call this year looking for ways to protect your capital and strengthen your financial position make sure it's to Lynn Whetham.

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