Lydia Grubb

CPA, CA

Client Manager

Client Management

In October of 2020 Lydia joined The Targeted Strategies Group (TTSG) as a Client Manager. She said she finds the environment at TTSG very collaborative. “Everyone wants to make sure you feel welcome and that you can succeed,” she said.
Lydia has a Bachelor of Commerce degree with honours as well as a CPA, CA designation. In her previous positions as Senior Manager at KPMG and Taxation Director at Revera, Lydia gained experience devising and implementing tax savings strategies. “I’ve gained the technical tax knowledge and research skills to advise clients in a variety of situations,” she said. Her background also gives her experience in working with colleagues. “I’ve worked in a team environment where everyone has a role to play. In my previous roles, I’ve worked with colleagues to share the client load and bounce ideas off of each other.”
Lydia said she has a perspective that will help her clients. “I’ve been both the client and the advisor and therefore have a unique perspective. Knowing what it is like on the other side allows you to understand both client’s and advisor’s motivations and therefore how to move things forward.”

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1.800.505.5503

678 Belmont Avenue W, Suite 304
Kitchener, ON N2M 1N6

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