Lisa is a Family Enterprise Advisor, Trust and Estate Practitioner, and former estate planning lawyer with more than 15 years of experience at RBC Dominion Securities.
Lisa was drawn to the world of wealth management because it constitutes the perfect marriage between her two professional passions: complex problem solving and helping people take control of their financial futures.
Coordinating highly technical advice from multiple professionals, such as lawyers and accountants, can be challenging for families. Lisa recognizes this. As a wealth advisor, she leads our group’s wealth management services, leveraging the varied skills of our multidisciplinary team, as well as those of our extended partners – at RBC and beyond – to shepherd complex planning for our clients.
Lisa thrives in complexity, commanding all the moving parts – family, business, and ownership – of enterprising families’ financial pictures. She prides herself on seamlessly guiding them through their milestone moments. She drives for simplicity, and excels at empowering families to make decisions with clarity and confidence.
Outside the office, Lisa enjoys an active lifestyle. She recently started playing pickleball, and loves traveling the world with her partner, Warwick.