Lisa offers a wealth of experience as your Financial Planner and Investment Advisor. Her career of 35 years in the financial services industry has prepared her for this role. She has earned the trust and confidence of her clients through a highly personalized and conservative approach to wealth management. Lisa is now able to combine her financial knowledge, expertise and devotion to providing outstanding service with the resources of Canada’s leading provider of wealth management – RBC Dominion Securities.
Lisa is committed to continually building upon her expertise so that she can provide you with the most up-to-date research the industry offers. In keeping with this commitment, she has earned the professional designation of Personal Financial Planner and has completed the Canadian Securities Course.
Lisa strongly believes in giving back to the community by volunteering with the Calgary Humane Society, Dale Carnegie, and Junior Achievement.