The Team

Lisa Black has been in the financial industry since 1989. The first part of her career was with another major financial institution where she had an individual focus of working with business clients. She obtained the title of Senior Business Advisor. This role allowed her to focus on the education of each of her client’s business and personal needs and allowed her to show them how to grow, maintain and then exit their business successfully in order to ensure their personal retirement.

In 2006, she moved to Royal Bank as a Certified Financial Planner and her focus shifted to Holistic Personal & Business Financial Planning. This simply meant helping clients understand their financial wants, needs and desires and to help them work to create a successful financial plan which covered their short, medium and long term goals. With regular reviews this would help them be successful and confident in achieving their life goals and provided the peace of mind that we all seek.

In 2018, she moved to a Financial Planning role within RBC Dominion Securities and this has provided her the opportunity to focus specifically on Financial and Wealth Planning for our valued clients. Educating clients on current and future cash flow needs and how all your wealth comes together to create a tax efficient cash flow in retirement is her sole focus.