With more than 30 years of experience in the financial services industry, Lisa appreciates the key role that growing and preserving wealth plays in helping clients enjoy the life they want to lead. To that end, she has developed a unique approach to understanding clients and their values, and works closely with each one to deliver proactive and personal goals-based advice aimed at helping clients achieve their vision of success.
For the past 17 years, Lisa has been a specialized, knowledgeable resource for a select group of high-net-worth clients and their families. Her distinct discovery process incorporates behavioural finance theory, enabling Lisa to uncover the values behind each client’s goals, identify priorities and potential blind spots, then create a unique, personalized wealth strategy.
In her current role as a dedicated wealth relationship manager, Lisa connects clients to a core team of specialists with experience ranging from investment advice, estate and trust planning and philanthropy, to business succession and tax planning.
Lisa also focuses on the importance of extensive and ongoing education. Lisa has acquired her Personal Financial Planning (PFP) designation conferred by the Institute of Canadian Bankers as well as her Canadian Securities course and Professional Financial Planning course through the Canadian Securities Institute.
Born and raised in Red Deer, Lisa is incredibly proud to call it home. Being part of the local community is very important to Lisa, so when she is not in the office you will find her volunteering at community events and spending quality time with friends and family.