Lisa joined our team in 2011 with a comprehensive background in the financial services industry. She has played an instrumental role in our growth and success throughout the years. Her primary responsibility is to assist in the implementation of strategies to benefit our clients’ investments and overall financial picture.
With a strong commitment to helping our clients, Lisa shows dedication in all professional interactions, and is renowned on our team for her sincere, empathetic nature.
Outside of the office, Lisa enjoys spending time with her two active boys, Jayden and Matthew. She is a long-time resident of Oakville, spending her winter months with the Oakville Rangers Hockey League. Her hobbies include hiking, biking and relaxing in the sun with her family.