Strong companies rely on rock solid people. You can depend on ours to return your calls promptly, answer your questions knowledgeably, and provide the services you expect from first-rate financial planners and advisors. Read on. Get acquainted with the players on our winning team:
Company Profiles
J.P. (Patrick) Lynch CFP, CLU, CH.F.C.
Certified Financial Planner
pat@la-financialgroup.on.ca
Entered the insurance business in 1985 following a 28 year career as owner/operator of a large construction company. Founded L&A Financial Group with his son, P. Daniel Lynch as an equal partner in 1986. Attained Chartered Life Underwriter designation in 1990, Certified Financial Planner and Chartered Financial Consultant designations in 1997. Completed IFIC Mutual Fund Course, Labour Sponsored Investment course as well as the Officers' Partners' & Directors' course.
Specializes in employee group benefit packages including group RRSPs, retirement planning, life insurance and estate planning. Founding Director and part owner of L&A Financial, married, resident of Ancaster, Ont., and a golfer at the Hamilton Golf & Country Club. Hobbies are golf, reading and fishing and most recently writing short stories.
Founding former Director of Hamilton-Wentworth Alzheimer's Foundation, former board member of Big Brothers Association and St. Joseph's Villa. Served one term of office as Vice Chairman of the Wentworth County Board of Education.
Mutual Funds Provided Through FundEX Investments Inc.
P. Daniel Lynch CFP, CLU, CH.F.C.
Certified Financial Planner
dan@la-financialgroup.on.ca
Founding partner of L&A Financial Group following entry into the life insurance business in 1986. Attained Chartered Life Underwriter designation in 1992, Certified Financial Planner and Chartered Financial Consultant designations in 1996. Completed IFIC Mutual Fund Course, Labour Sponsored Investment course as well as the Officers' Partners' & Directors' course. Has extensive working knowledge of computer systems and network operations. Is well versed in technical aspects of the business including business controls and financials.
Specializes in retirement planning, life insurance and estate planning, employee group benefit packages and pensions. Founding Director and part owner of L&A Financial, married with two children. A resident of Grimsby, Ont., served on minor league executives and a golfer at the Hamilton Golf & Country Club.
Hobbies are woodworking, golf, minor league hockey and slo-pitch.
Mutual Funds Provided Through FundEX Investments Inc.
Bertha (Bert) Ravn
Account Executive/Support Associate
bert@la-financialgroup.on.ca
Joined L&A Financial Group in 1998, quickly obtaining her FSCO Insurance License in 1999 then passing her Canadian Investment Funds Course in 2000. Bert has been working with existing L&A Financial Group clients as well as establishing a clientele of her own seeking her investment and planning advice.
Mutual Funds Provided Through FundEX Investments Inc.
Donna Rudan
Support Associate
donna@la-financialgroup.on.ca
Barbara (Barb) Schumacher
Support Associate
barb@la-financialgroup.on.ca
Cathy Burke
Support Associate
cathy@la-financialgroup.on.ca