Lisa Stewart

Lisa Stewart, CFA

Senior Investment Counsellor

As a Senior Investment Counsellor with RBC PH&N Investment Counsel, Lisa provides discretionary investment management services to high-net-worth clients. She has is passionate about building long-term and lasting relationships with her clients by getting to know them and their families on a personal level. This allows Lisa to develop a deep understanding of each client’s financial circumstances to provide wealth management strategies that are tailored to their unique needs.

Lisa works closely with her clients and their families to construct customized portfolios based on their financial circumstances, investment objectives, and long-term goals at all stages of their lives. In addition to working with her clients’ legal and tax advisors, she draws upon a team of in-house experts in the areas of tax, business succession, and estate planning, to deliver clients a comprehensive wealth management experience.

With almost 30 years of investment industry experience, Lisa began her career in the financial industry at Canada Trust before moving to a leading investment management firm where she worked with clients and institutions to further their investment process knowledge. She spent many years in a senior management role working within all aspects of the investment management landscape which required her to partner and work closely with financial advisors and institutions on investment strategy. In addition, Lisa spent a considerable amount of time managing, developing and mentoring investment professionals which has allowed her to further appreciate all aspects of the financial services industry.

Lisa graduated from the University of British Columbia with a Bachelor of Science degree, majoring in Agricultural Economics. She holds the Chartered Financial Analyst (CFA) designation, which is one of the most recognized and respected investment management accreditations in the world. She is a member of both the CFA Institute and CFA Vancouver Society, where she has been actively involved and has continued her education throughout the years.

Outside of work, Lisa is a board member of Ocean Wise and mentor for female students at the UBC Sauder School of Business and the SFU Beedie School of Business. She is also a past member of the Vancouver Foundation Development Committee, Endeavour Foundation, and the Finance Committee for Cause We Care Foundation.

Lisa lives in Vancouver with her husband and two daughters. Her passions include skiing, biking, travel and horseback riding.

My Team

Christina Ma, CIM, CFP

Associate Portfolio Manager

Christina joined RBC Phillips, Hager & North Investment Counsel in 2017. Prior to her current position, she spent two years working at RBC Dominion Securities as an Investment Advisor Associate and six years at JPMorgan Chase & Co. as an Investment Banking Operations Associate. Originally from Shanghai, Christina is fluent in Mandarin. She holds a Bachelor of Arts (Hons) degree from the University of British Columbia. Christina also holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. Christina is responsible for assisting Lisa with portfolio construction and day-to-day portfolio management duties.

Christina Jago

Portfolio Management Assistant

Christina joined RBC Phillips, Hager & North Investment Counsel in 2017. Prior to joining the firm Christina worked in financial services for 6 years. Christina holds a Bachelor of Arts (hons) in history and a Master of Library and Data Science. Christina is the primary client contact in the team behind Lisa and supports the investment management and planning process, including writing Investment Policy Statements and Letters of Understanding as well as supporting the Wealth Planning process. She is also responsible for organizing online access including providing access to e-statements and tax reporting.

Mark Lutley, MBA

Portfolio Management Assistant

Mark joined RBC Phillips, Hager & North Investment Counsel in April 2021. Prior to joining the firm, he held a position as a managerial accountant. He earned his Bachelor of Commerce in Finance at Saint Mary’s University and his MBA at Ryerson University. Mark supports the investment management and wealth planning process and is responsible for preparing Investment Policy Statements.

Javier Duarte Hernandez, BBA

Private Client Associate

Javier joined RBC Phillips, Hager & North Investment Counsel in 2022. Prior to his current position, Javier spent 4 years at RBC as a Client Advisor and as a Banking Advisor. Javier is originally from Guatemala, he is fluent in Spanish. He holds a degree in Business Administration with a minor in International Business from Fairleigh Dickinson University and has obtained his CSC certification. Currently, Javier is a Level I candidate for CFA. Javier takes primary responsibility for account administration - including account opening, taking deposits, initiating transfers, and is also responsible for preparing portfolio reviews.