Lisa Thompson, CFP, TEP, FCSI

Vice President, Portfolio Manager, & Wealth Advisor

613-966-1501 | Email me
613-966-1811
1-800-463-9315

Lisa has been providing investment advice to her clients since entering the investment industry in 1996. Since 2003, Lisa has been a member of the RBC Dominion Securities Executive Council, a special group formed to recognize the firm’s leading Portfolio Managers. In 2007, Lisa was appointed as Vice President of RBC Dominion Securities. This appointment is the highest honour bestowed upon Portfolio Managers and Investment Advisors at RBC Dominion Securities.

  • Portfolio Manager (PM)
  • Certified Financial Planner (CFP)
  • Trust and Estate Practitioner (TEP)
  • Fellow of the Canadian Securities
  • Institute (FCSI)
  • Financial Management Advisor (FMA)
  • Canadian Investment Manager (CIM)
  • Chartered Strategic Wealth Professional (CSWP)
  • Licensed Life Agent with the Financial Services Commission of Ontario

My Team

Janet Cluett

Associate

613-966-2387 | Email me
613-966-1811
1-800-463-9315

Janet brings over 17 years of financial services experience with another financial institution to our team.  Janet has her Canadian Securities license as well as her Conduct and Practices Handbook certificate. Janet’s positivity, enthusiasm, dedication and strong work ethic are all hallmarks of her character.

Davis Beamish, B.Comm.

Assistant

613-966-2415 | Email me

Michael Keyes

Vice President, Estate Planning Specialist, B. Comm., CLU

Michael employs a comprehensive process to assess client needs and then recommends creative, tax efficient insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Michael will partner with your other professional advisors in the development of solutions.

 

Bianca Krueger

Will & Estate Advisor, LL.B., TEP

Bianca works closely with our clients and their legal, financial and tax advisors to assist in creating a succession strategy that works for them with RBC Estates & Trust Services as a solution for their executor, trustee and power of attorney needs. Bianca also has experience in contentious court proceedings, including will challenges, passing of accounts and will interpretation.  She joined RBC after having been in private practice in Halifax at a large Atlantic Canadian law firm.  

 
 

Thank you for expressing an interest and allowing me the opportunity to introduce you to my team and outline the commitment we will make to you.

My Life employs a total wealth management strategy. With our approach, all aspects of your personal and financial situation are considered in the creation of a comprehensive plan designed to achieve your investment, retirement, tax and estate planning needs.

What’s more, our partnership with RBC enables us to provide you with additional premium solutions and services with the financial stability of Canada’s leading financial institution.

If trust and experience are important to you, we hope you will consider us as your choice for professional wealth management.