About Us
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About Us
ABOUT LYDIA
Lydia LaPointe
CLU, Ch.F.C.
Professional Associations
- Member: Advocis, The Financial Advisors Association of Canada
- Member: The Institute of Advanced Financial Education
- Member: – Will Power – Canadian Association of Gift Planners
- Over 30 years experience in: Estate Planning, Charitable Giving, and Life Insurance
Education
- Chartered Life Underwriter Designation (CLU)
- Chartered Financial Consultant (Ch.F.C.) Advanced Estate Planning
- NB Teachers’ College (French Second Language)
- UNB (Graduate: Bachelor of Teaching)
Community Involvement:
- Habitat for Humanity Fredericton: Board Member since 2019
- Nature Trust NB: Life Member: Conserve y(our) NB Campaign since 2020
- Forever Fund – The Endowment Fund of the United Way/Centraide Central NB: Co-Founder, former Board Member, Past President
- United Way/Centraide Central NB: Former Board Member, 1990 Campaign Chair
- Ability NB: Fundraiser
Personal:
- Married to Pat LaPointe, 2 daughters, 4 grandsons
- Born on Grand Manan; Resident of Fredericton Area since 1981
- Spends summers near New River Beach
- Hobbies include: Photography, Travel, Entertaining, Bicycle Riding, Walking on the Beach at Low Tide.
York Financial Staff
Julie Carson
Executive Assistant
Julie started working with York Financial in June 2020, She is a licensed executive assistant. When not at work, she enjoys spending time with her spouse and their two dogs. Julie grew up in Boiestown, NB.
GOT QUESTIONS?
Contact Lydia
- Working Hours
By appointment, in our board room, in the comfort and convenience of your home, or at any location you prefer.
