Our Team
Putting together a team that shared Linda's values was paramount to the success of LLS Financial Services Inc. For the pieces to fit together, team members had to be committed to client care, integrity, and life-long learning. Anything less is unacceptable - to us and for our clients.
Linda Stephens, President
For over 25 years, Company President, Linda Stephens, has enjoyed a successful career in accounting and finance. She is a Certified Financial Planner, and holds a Bachelor of Arts degree in Mathematics from York University. As well, she is a ProAdvisor for Quick Books accounting software. Linda currently sits as Treasurer on the Board of Directors of the Peterborough Youth Services and is an active member of the Kawartha Golf & Country Club. Her commitment to staying current with changes in legislation is evident in her on-going continuing education plans. Clients appreciate Linda's genuine concern for them and their situations and they have learned that they can rely on Linda to offer them solutions to their income tax, business, and financial planning needs. Linda holds a Life Insurance license, a Mutual Fund (Canadian Investment Fund) license, and is also licensed to sell Labour Sponsored Investment Funds. Linda makes her home in Peterborough, enjoying her time outside of the office playing golf and sharing family time with her mother and siblings.
Wendy McConachie, Corporate Services
Corporate Services lead, Wendy McConachie, has been helping small businesses sort out their bookkeeping nightmares for over 15 years. Wendy holds a Master of Adult Education degree from St. Francis Xavier University, a Bachelor of Arts (Psychology) from Waterloo University, and an Honours Diploma in Business - Accounting from Georgian College, where she also taught business subjects for 10 years. She is also a ProAdvisor for Quick Books. Wendy has recently returned "home" to the Peterborough area after a 40-year absence. When she's not working at accounting, she's busy with her husband, her horses, and her dog.