Lisa is passionate about helping people. Together with Spencer, she provides guidance on investment decisions and wealth management plans including how to invest for your retirement and estate plans, as well as for your children’s (or grandchildren’s) education. Clients appreciate her depth of caring, as well as her extensive knowledge of the financial industry.
Lisa has worked at RBC for 28 years including 13 years in management and seven years in financial planning at RBC Royal Bank. For the last seven years, she has worked at RBC Dominion Securities with Spencer as an Associate Advisor. Lisa completed her Personal Financial Planning (PFP) designation and graduated from Red River College’s Business Administration Program in 1991.
In her spare time, Lisa volunteers in her community, the Interlake. She enjoys gardening, completing various yard projects with her husband, Kevin, travelling and watching her two daughters, Brooke-Lyn (22) and McKenna (18), play hockey.