Waterloo Wellington Estate Planning Council

As a Certified Financial Planner since 1996, Lynn Whetham has enjoyed advising people
on their financial goals.
Lynn Whetham is a Financial Writer, Educator, Speaker, International Radio Show Host,
Retirement Counsellor and Planned Giving Consultant. In 2018, she released the book
Retire Abundantly with co-author Scott Keffer. As a professor, she specialized in
teaching financial planning, assisting people to create a retirement of their own design.
Lynn is passionate about helping individuals discover the tools and knowledge they
need to maximize their financial and philanthropic opportunities. As a result, Lynn
enhances the lives of the people with whom she works by multiplying their impact on
those causes that are most meaningful to them.
Lynn believes that we cast a vote for our values each time we spend invest and donate.
Themes important to Lynn are Ethical Consumerism, Socially Responsible Investing and
Intentional Giving. Lynn takes the time to help her clients feel good about their choices.
Lynn’s horses and her rural roots keep her grounded and down to earth making
conversations with Lynn easy and real.