LLS Financial Services Inc

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, a Certified Professional Bookkeeper, and holds a Bachelor of Arts degree in Mathematics from York University. As well, she is a Certified Expert 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, and has successfully completed her Canadian Investment Funds Course. Linda makes her home in Peterborough, enjoying her time outside of the office playing golf and sharing family time with her sister.

Lori Stapley, Bookkeeper - Tax Consultant

Lori joined the LLS Financial team in April 2016.  Lori has over 10 years of experience in the bookkeeping field.  Lori loves the outdoors especially hiking and fishing, and love to take her two dogs for long walks.

Richard (Jake) Unger, Bookkeeper - Tax Consultant

Jake is a graduate of the Fleming College Business Administration - Advanced Accounting program.  Jake joined the LLS Financial team in September 2017 and looks forward to advancing his career in financial services. Jake has a background in personal training, and brings this passion of fitness to assist clients achieving their financial goals.