The Lynnvest Group

Where tradition meets tailored wealth solutions

At the Lynnvest Group, we are focused on providing you with objective investment advice and delivering the best of two worlds: the personalized service of a consulting boutique, and the resources of a global financial leader.

Our team is dedicated to serving the unique needs of ultra-high net worth individuals, families, and business owners. With a focus on tailored lending solutions, personalized investment management, and customized wealth planning, we offer a bespoke approach that transcends traditional wealth management. At the Lynnvest Group, we understand that true prosperity is not just about accumulating wealth, but about creating enduring legacies. Allow us to guide you on your journey to financial success and legacy preservation.

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

Our mission

At the Lynnvest Group, we hold ourselves accountable to an incredibly high standard of care. We believe that to do anything less would be disrespectful to the cherished memory of our team’s namesake, Lynn Lipson. We are privileged to honor her by carrying forward the values she instilled in us—trust, honesty, integrity, and compassion. To us, treating our clients any differently would simply be unacceptable.

Our mission is to set the industry standard in personal and institutional investment consulting services for sophisticated investors.