Lindsay Thom
Head of Operations and Client Experience at CrossPoint Financial | iA Private Wealth Inc. | Ottawa, Ontario, Canada
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Head of Operations and Client Experience at CrossPoint Financial | iA Private Wealth Inc. in August 2021 to Present
Senior Manager, Practice Management at iA Wealth in January 2019 to August 2021
Senior Branch Manager at HollisWealth, a Division of Industrial Alliance Securities Inc. at Industrial Alliance Securities in August 2017 to December 2018
Senior Branch Manager at HollisWealth, Global Wealth Management, Scotiabank in November 2015 to December 2018
Financial Advisor & Branch Manager at HollisWealth, Global Wealth Management, Scotiabank in June 2006 to November 2015
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Canadian Securities Institute (CSI), September 2026
IFIC, September 2026
Carleton University, BA, September 2026
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Customer Service
Retirement Planning
Sales
Business Planning
Analysis
Coaching
Estate Planning
Investments
Marketing
Event Management
Team Building
Time Management
Entrepreneurship
Event Planning
Mutual Funds
Leadership
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What is Lindsay Thom email address?
Email Lindsay Thom at [email protected] and [email protected]. This email is the most updated Lindsay Thom's email found in 2026.
How to contact Lindsay Thom?
To contact Lindsay Thom send an email to [email protected] or [email protected]. (updated on March 03, 2025)
What company does Lindsay Thom work for?
Lindsay Thom works for CrossPoint Financial | iA Private Wealth Inc.
What is Lindsay Thom's role at CrossPoint Financial | iA Private Wealth Inc.?
Lindsay Thom is Head of Operations and Client Experience
What is Lindsay Thom's Phone Number?
Lindsay Thom's phone (416) ***-*271
What industry does Lindsay Thom work in?
Lindsay Thom works in the Financial Services industry.
Lindsay Thom Email Addresses
Lindsay Thom Phone Numbers
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