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Our team understands that finances can be deeply personal – and, at times, overwhelming. That’s why we aim to approach every interaction with a keen understanding of your unique circumstances and aspirations, so that we can find a solution perfectly suited for you.
Senior Portfolio Manager & Wealth Advisor
“I truly believe that financial success is a collaborative journey,” says Lisa. “It’s about understanding our clients’ priorities, values, and circumstances – and, even more importantly, ensuring all of those pieces work together in harmony.”
As founder, senior portfolio manager, and wealth advisor at Lisa Thompson Family Wealth, Lisa leverages over 35 years of industry experience to help clients assess their needs, define their dreams, and create a lasting legacy. She takes pride in making her clients’ lives easier – whether she’s providing guidance during pivotal life moments or educating the next generation on financial literacy. This willingness to go above and beyond in all facets of her clients’ lives has earned her a reputation as a trusted, loyal advisor.
Lisa is passionate about ongoing financial education and has earned several of the most prestigious designations in the industry, including Chartered Investment Manager (CIM), Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP). She is also a Fellow of the Canadian Securities Institute (FCSI).
Outside of the office, Lisa keeps busy through downhill skiing, mountain biking, and agility training with her Shelties, Rush and Rev. Her free time is spent with her husband Steve, their son Nick, family, and friends.
Associate Wealth Advisor
Davis joined Lisa Thompson Family Wealth directly after obtaining his Honours Bachelor of Commerce degree from Laurentian University, with a specialization in sports administration. As an associate wealth advisor for our team, he focuses primarily on client relationship management, including handling client reviews and inquiries, designing financial plans, and connecting our clients with our network of RBC partners when necessary. Davis loves the personal nature of his work and finds fulfillment in being a reliable partner for clients on all matters – financial and otherwise. “It’s more than just numbers on a screen,” he says. “I get to help them with all aspects of their life.”
Committed to continuous learning, Davis has obtained a variety of industry designations, including Certified Financial Planner (CFP) and Chartered Investment Manager (CIM), and has additionally completed the Life License Qualification Program (LLQP) and the Wealth Management Essentials (WME) course.
At home, Davis is a husband to Lauren and a full-time girl dad to Isla and Halle. He likes to travel and has an ever-evolving list of places to visit. Davis is a sports enthusiast at heart, with his favourite sports being hockey and golf.
Associate
As an associate at Lisa Thompson Family Wealth, Saurav works as our team’s primary trader, ensuring that clients meet their short-term financial needs and remain on track to achieve their future goals through assisting with investment analysis and portfolio monitoring. Saurav's profound sense of fulfillment stems from knowing that his daily work plays a vital role for clients – particularly, the support he provides to clients through his analysis and regular monitoring of markets. This gives Saurav a tremendous sense of satisfaction.
Prior to joining our team, Saurav worked in financial services in India, where he also obtained a Bachelor of Commerce in Finance from Guru Nanak Dev University and his accounting technician certification from The Institute of Chartered Accountants of India. Since immigrating to Canada, he has completed the Canadian Securities Course (CSC) from the Canadian Securities Institute and holds a diploma in international business and finance from Herzing College.
Saurav's love for discovering new places led him to Canada, where he finds joy in exploring and seeking fresh experiences – it's an exciting adventure that broadens his perspective on life. In his free time, he enjoys astronomy and racquet sports. Saurav is incredibly family-oriented and enjoys connecting with his loved ones across the globe.
Marilyn, an inseparable part of our team and beloved friend, will forever be remembered for her enduring strength and unwavering loyalty. We miss her laugh, smile, and undeniable sense of humour.
We’re here to guide you through them all
