Lynn Trevisan

Lynn Trevisan

MEET YOUR PRIVATE WEALTH ADVISOR

Lynn Trevisan
Milton, Ontario
P 905.462.6989
E ltrevisan@raintreeFS.com

Lynn grew up in Georgetown, Ontario and has called rural north Milton home for 10 years.  An avid learner, she graduated with a BASc in Chemical Engineering (Waterloo, 1994) and an MBA (Ivey, 2000). She spent the next 15 years as a Management Consultant first in Chicago and then in Toronto/Mississauga. In 2015 Lynn decided to leave the hectic consulting world to spend more time focusing on family and wellness and becoming passionate about nutrition and healthy lifestyle choices. Lynn and her husband Paul have two amazing teenage daughters.

After exiting the corporate world, Lynn became educated on the private market while investigating ways to ensure financial security that will support an active life of volunteering and travel after retirement. Upon learning that private market opportunities are not well known in Ontario, she felt inspired to gain the education and necessary registration so that she could help individuals and businesses diversify, protect and grow their financial assets through private market investments. Lynn connected with Raintree in 2017 and discovered that not only do they share common values, Raintree offers excellent support in training and coaching for someone relatively new to the financial industry.

Lynn appreciates both the flexibility and engagement of being a Private Wealth Advisor. She is loving the opportunity to become more involved with her community and is Secretary for her local community association (Campbellville) and a committee member for both 756 Wild Goose Air Cadet Squadron and 676 Lorne Scots Royal Canadian Army Cadet Corps, both out of Georgetown. She also gains fulfillment from participating in two local “100 Women Who Care” charity organizations (Milton, Oakville).

Share

BE ALTERNATIVE

Alternative investments are not at the periphery anymore – they have become mainstream. Though our investment offerings may not be suitable for everyone, they generally complement most portfolios.

INVESTMENT OPPORTUNITIES

Our Corporate Finance team is focused on identifying the best private investments for our clients. Click here to learn more about the companies that we have chosen to offer.

PAST INVESTMENTS

Raintree chooses to offer only the best private investments to our clients. We are constantly scouring the market to identify trends and opportunities that can be exploited to create wealth. Click here to read about some of the success of several of our past investments.