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Meet our Team

Thank You

I would like to thank my wonderful clients, who have entrusted me with their hard-earned money, to help them achieve their dreams and goals for over 20 years.

Our Commitment

  • Professionalism with heart
  • Attention to details
  • Exceptional Service
  • Continuing education to ensure accurate, relevant advice

We bring the human factor into your financial calculations.  The relationship is all about you staying focused on your objectives in spite of all the distractions that can derail a financial plan.  Financial Planning is a process, not a one-time exercise.  That is why we meet with our clients at least once a year. 

 

With the help of my assistants, Steve and Sandra, we make sure to respond to your questions and concerns in a timely manner. We simplify the alphabet soup of the financial world.  The most important benefit that we will bring you is peace of mind.

How are we paid?

Manulife offers different fee structures depending on the product and the size of the account.  Typically, we are paid by the insurance or investment companies that we recommend.  Under some circumstances it may be more advantageous for the client to be charged an advisory fee based on their assets under management.

We will discuss the options available during our first meeting.   There is no fee and no obligation for our first meeting.

For additional information watch this link on understanding MERs.


Linda Wyngaert Photo
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Linda Wyngaert


Linda Wyngaert, BA, CFP, Pl. Fin

Senior Investment Advisor - Manulife Securities Incorporated
Financial Security Advisor - Manulife Securities Insurance Inc.

Business: (514) 788-4884
Cell: (514) 953-0067 
Fax: (450) 464-9077
Email: linda.wyngaert@manulifesecurities.ca


Linda was born and raised in the Montreal Area.  She earned a Bachelor of Arts degree from Concordia University in 1986 with a Major in Economics and a Minor in Business Studies.

After graduation Linda replaced her father as Manager of their successful family business.  Her responsibilities included marketing, employee relations and the coordination of all the financial aspects of the business.

Linda has two daughters, Chelsea and Rikki.  Concerned about providing a good education for them, and at the same time accumulating enough wealth for her own retirement, Linda became very interested in personal financial planning.

That being said, Linda joined Investors Group in 1996.  She holds a Certified Financial Planner designation, specializing in retirement and estate planning.  Her estate planning knowledge facilitated the sale of her family business by taking advantage of an estate freeze and a family trust to save income tax and protect assets.  She is a securities licensed, senior investment advisor and she holds a license in Insurance of Persons.

In 2002 Linda left Investors Group to join an independent financial planning group, Berkshire Securities.  Berkshire Securities was purchased by Manulife Financial in 2007 and is now Manulife Securities.

Linda takes a proactive interest in helping her clients achieve their goals.  She is committed to keeping abreast of the ever-changing financial service industry and uses this knowledge to find loopholes of opportunity for her clients.  As a new grandmother, the transfer of generational wealth hits close to home.

Sandra Petrin Photo
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Sandra Petrin

Sandra Petrin

Executive Assistant

Business: (514) 788-4884
Cell: (514) 830-8910
Fax: (450) 464-9077
Email: s.petrin@manulifesecurities.ca

Sandra Petrin is not only Linda Wyngaert’s executive assistant, she is also her sister.  They previously worked together running their family’s business and are now very happy to be working together again.  

Sandra is an honest, responsible, and organized individual who enjoys working and helping others.

She is very happy to take care of the majority of the administrative work in order to give Linda the time to visit with her clients and plan their financial futures.  It will be her pleasure to assist you in any way that she can!

Steven Wyngaert Photo
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Steven Wyngaert

Steven Wyngaert, B. Comm

Associate Advisor, Manulife Securities Incorporated

Business: (514) 788-4884
Cell: (438) 406-5202
Fax: (514) 788-4885
Email: steven.wyngaert@manulifesecurities.ca


Steven grew up on the South Shore of Montreal.  He graduated from Concordia University in 2013 from the Coop program majoring in accounting. During his studies he was always working.  His first employment was at his grandfather’s campground working anywhere he was needed from the young age of 13 into his early 20s. During his university studies he started working as an auditor at an accounting firm in downtown Montreal.  He soon realized that this was not the career for him.  Finance was what really intrigued him, so he found employment as an external consultant at an investment firm.  

Striving towards personal improvement, he earned several awards while completing his “Skills for Success” training at Dale Carnegie.  He was even asked to assist in teaching some classes after his training was completed.

Steven believes that education does not only come from school and books, so he took a year sabbatical to explore another culture and moved to New Zealand.   

Upon his return, he worked at CIBC in various roles expanding his knowledge of the finance industry. He was then asked to join Linda’s team as a licensed assistant while he gains experience. He has since been promoted to an associate advisor and is working even more closely with Linda in order to build the business and help the clients achieve their financial goals.