Growing up in a family-run hardware store, Lindsey learned all about managing books at a very young age. A born natural, she pursued this passion by completing a Bachelor of Commerce in 2009, a Masters of Professional Accounting in 2011 and CA designation in 2012, all while working full time at local CA training offices. In 2013, Lindsey began working at Davis Kay & Co as a staff accountant and became partner there in 2017, before merging to create Fulcrum Group. In 2021, Lindsey began her pursuit of her CFP designation with plans to complete the program by 2022.
Her combination of school knowledge and practical experience allows Lindsey to help a wide range of clients. As well, being raised in a small family business allows her to relate to the growing pains and stresses that come with small business management.
Fulcrum Group’s professional yet fun atmosphere allows Lindsey to embrace her personal and family time while still maintaining the client services that she values. Working with a group of understanding, energetic, passionate and caring people filters throughout Fulcrum’s culture, allowing staff and clients to feel valued and appreciated.
An adventurer at heart, Lindsey seeks all things outdoors—fishing, camping, snowboarding, swimming, travelling or just relaxing in the sun.