About Lynn Sullivan

With a Bachelor of Arts in Economics and Psychology from McMaster University, I built up a wealth of experience in the business sector, working in a family-owned company as a Warehouse and Logistics Manager. I was responsible for all aspects of warehouse and office procedure, including budgeting and financial reporting, while actively contributing to the overall growth and strategy of the organization.

I joined 3Macs in 2011, and was able to combine my experience with Brian Weber's high level of technical knowledge and 20 years of industry experience to work as a team. We have chosen to take a team approach, as we feel it allows us to provide customized investment solutions and an enhanced level of customer service and support while achieving superior financial results. In October 2016, 3Macs became a division of Raymond James Ltd.

We believe our client relationships are built on true integrity, performance and caring, and personal service—all essential elements of exceptional wealth management.

PHILOSOPHY

Performance: We perform an in-depth analysis of the global economy with the goal of determining which investment strategy and investment options provide the best balance between risk and return.

True Integrity: We provide honest and unbiased recommendations. Your financial interest is the cornerstone of every investment decision we make, and we have the freedom to invest in any financial products, including those from competing firms.

Professionalism and Commitment: Providing ongoing, trusted advice is our guiding principle, as we help you to first define and then achieve your financial goals. We are always available to discuss your portfolio.

Support from a good firm is important: You have the comfort of being served by a firm with over 160 years of history in the Montreal community. We can also draw on our in-house team of industry experts for investment research, accounting expertise, estate settlement and other advice tailored to your unique financial situation.