With an Engineering degree and an MBA, Lynn Trevisan spent 15 years as a Management Consultant supporting the Pharmaceutical Industry; first in Chicago and then in the Greater Toronto Area. Her career journey from chemical engineering to management consulting to Private Wealth Advisor speak volumes about her adaptability and skill set.
In 2015 Lynn Trevisan left the hectic consulting world and discovered the private market while researching investment options for her own family. She gravitated to this less-known area of investing, particularly enjoying the in-depth learning around various investment companies, industries and strategies. Lynn realized her research and knowledge could help other professional families gain access to investments that are unfamiliar to many. With her deep client management background and innate problem solving skills Lynn focuses on building long term relationships with her clients and supporting them to achieve their financial goals that often include semi-retirement and an active vacation lifestyle.
Having spent most of her career in the GTA, Lynn is putting into practice her own form of location independence. She and her husband now live full-time at their cottage by the lake in northern Ontario. Lynn has maintained excellence in client service while working remotely with her clients either from the cottage or from their travel trailer parked in some beautiful location.