Backed by 18 years with RBC, 16 of those as an Investment and Retirement Planner, Lisa is committed to developing a deep understanding of her clients’ priorities and helping them achieve their financial goals. Building long-lasting client relationships is important to Lisa, and she strives to help clients through life’s highs and lows as she helps them build a strong financial foundation.
She works closely with individuals, health care professionals, business owners and families to identify tax-efficient strategies, make investment recommendations, and create a solid financial plan to help bring them a sense of security and improve their quality of life. Clients and colleagues alike appreciate Lisa’s kindness, compassion, depth of knowledge and expertise.
Outside of work, Lisa enjoys spending time with her partner, Scott, and dog, Hamish. She also likes to read, go camping, follow sports, and play golf. Passionate about giving back to her community, Lisa volunteers at the Calgary Library in their child reading program, and supports the Calgary Food Bank and the CNIB.