Lindsay Financial Solutions Inc. - St. Albert, Alberta

Executive D.

I am pleased to recommend Lindsay Financial Solutions to family, friends and business associates. Clay Lindsay is a caring and knowledgeable professional, both qualities are required to help people such as myself create a full financial plan for retirement. Thanks Clay for working with me and my husband.

Andres R.

Clay has helped me and my wife with both life insurance and financial planning. He is knowledgeable and explains things thoroughly. He has made a huge impact on my wife’s business as well and we are happy that our finances are secured for years to come. We highly recommend Clay!

Rod C.

“My wife and I were quite comfortable with our current financial advisor but we had to ask ourselves, is just being comfortable good enough when it comes to our future, our retirement, and our long term financial goals? We chose to set up a first time meeting with Clay Lindsay (very reluctantly I might add), and in hindsight we wish we didn’t wait as long as we did!

The first meeting was very laid back and Clay simply came in asking important questions but in a very non pressuring manner. He made both my wife and I feel very comfortable from the get go. Subsequent meetings got to the root of our needs and we found we had dollars being wasted in many areas we should never have been in. In the first year alone, Clay helped us find a way to invest over 30k in additional investments, consolidate our debts better, and reduce our tax implications… and believe it or not, all of this did not even cost us an extra penny! Clay and his team were incredibly helpful and insightful and found ways to make our money work smarter and quicker for us. We are extremely happy and eager to continue to work with Clay to help us continue to build our path to financial freedom. Thanks again Clay”

We highly recommend you take the initiative to meet this exceptional advisor and his team, who truly care for their clients.”

Misty and Rod Chretien

Chris I.

I have been working with Lindsay Financial Solutions for a couple of years now and I highly recommend them. We thought we had proper mortgage insurance coverage through our bank until Clay was kind enough to offer us a free review. Not only did we uncover that we were under insured, but that we didn’t even have the coverage that we applied for (not even close). Lindsay Financial Solutions was able to get us more life insurance coverage for less money than what our bank could offer.

My only regret is that when Clay discussed critical illness insurance with us, I decided to put it off as money was a bit tight and I figured getting cancer or having a heart attack could never happen to me as I was healthy. What I discovered this January after I had a heart attack is that it can happen to anyone! Because I was healthy, I was able to survive the heart attack, but I wasn’t prepared for the financial setback that was brought on by the heart attack and the time I needed to recover. Critical Illness coverage would have been a game changer for me and my family.

Please contact Clay and his team to make sure that you and your family are properly protected.

Chris Irvine

ken M.

If you’re anything like me, you probably have a good idea of what you should be doing but tend to procrastinate and put things off. This has been my entire financial life story until I started working with Lindsay Financial Solutions. Clay and his team continue to bring great ideas to the table and help me in more ways than I ever thought was possible. But for me, the biggest difference has been how they hold me accountable, and when I start to deviate too far from the plan (that I wanted to help secure my future) they bring me back around and help me focus on accomplishing my goals. With Clay’s dedication and persistence to help keep me on track I now have just over $31,000 in income tax savings coming my way.

I don’t care who you are currently using in the financial industry, you need to add Clay as part of your team!

Hazen E.

In early 2019 I opened an investment account with Lindsay Financial Solutions, so far the returns have been amazing, at first I was skeptical based on information I was given from banks, however, I quickly learned the information given by the banks was inaccurate.
Even if you just have a few dollars to invest I strongly recommend you chat with Clay he can help find a product that will help almost anyone!

Kirk G.

Clay and team have taken great care of my clients and I over the years, providing expert knowledge and personal care. Definitely an essential relationship for any SMB owner. Highly recommend!

Tina B.