Our team

Lisa has over 14 years of experience holding various roles in the wealth management industry, all in pursuit of one goal: helping her clients achieve their financial dreams. She offers all-encompassing wealth management services, working collaboratively with her partners to cater to her clients' unique financial needs and objectives. As a self-described workaholic, she spares no effort to ensure that every client walks away satisfied.

Clients rely on her extensive knowledge and experience in business owner planning, estate planning, and tax planning. She's not just an advisor; she's a holistic financial partner.

A dedicated professional, Lisa cares deeply about her clients. They don't just get advice; they get a partner who lives by her words and places their interests above all else. Lisa's true passion lies in creating and executing highly sophisticated and complex financial plans. She firmly believes that a client-first approach is paramount in wealth management. She often says, "It's not about providing the best solutions; it's about providing the most suitable solutions to the client."

Lisa holds the Personal Financial Planner (PFP) designation, Manitoba Life Insurance License, and the Chartered Investment Manager (CIM) designation. She graduated from the University of Manitoba Asper School of Business with a Bachelor of Commerce in 2010. 

Lisa came to Canada from China in 2003, and she has two beautiful daughters aged 11 and 3.