Lynda Harris is a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Real Wealth Manager (RWM™) with over 29 years’ experience in financial planning and investment management serving clients from Ontario to B.C.
Her career has been as a comprehensive financial planner and investment manager for individual clients and their families. As a business owner, Lynda continues to work with multigenerational families to provide the detailed integrated transfer of sustainable wealth from generation to generation. Lynda is passionate about financial literacy, lifelong learning and provides education to individuals and families, fostering confidence and informed decision-making.
Lynda Harris and Doug Nelson have worked together since 2017, growing a previous organization to a team of 10 and managing over $250 million of client assets as well as co-managing a top quartile Canadian Tactical Balanced pool. In November 2025 Doug Nelson & Lynda Harris teamed up with Precision Wealth Management to co-launch the Precision Wealth Family Office, the next iteration of our combined life's work. Lynda has two wonderful adult sons, has a passion for health and fitness where she was also a Certified Personal Trainer for 8 years. She enjoys spending time outdoors running, skiing, golfing, kayaking and biking.
Financial Planning Credentials: Lynda provides customized, fee for service financial planning through Precision Wealth Management and the Precision Wealth Family Office.
Portfolio Management Credentials: Lynda is a Registered Portfolio Manager of Q Wealth Partners, providing customized discretionary portfolio management services to her financial planning clients at Precision Wealth Management and Precision Wealth Family Office. She has experience with traditional securities and alternative securities for direct client portfolios, as part of an investment fund mandate and helping to create a multi-strategy fund with another Canadian asset management firm. Lynda is registered in the provinces of Ontario, Manitoba, Saskatchewan, Alberta and British Columbia.
Insurance Advisor Credentials: Lynda is a licensed insurance advisor with Precision Wealth Advisory Services and is licensed to provide advice in Ontario, Manitoba, Alberta and B.C. Lynda has been a licensed insurance advisor since 2013, providing life, disability, critical illness and annuity recommendations to her clients.
Other Accomplishments:
