Customer service has always been Lisa’s passion. She enjoys helping people find solutions to questions or challenges they may have. Together with Spencer, she delivers that service by providing guidance on wealth management, including retirement and estate planning, education saving, home and vacation property purchases and business succession planning. Lisa also assists Spencer with the investment management of their clients’ savings. Colleagues and clients alike appreciate her depth of caring, as well as her extensive knowledge of the financial industry.
Lisa’s depth of experience was gained over 32 years at RBC, including 13 years in management roles and 7 years in Financial Planning at RBC Royal Bank. For the last 12 years, she has worked at RBC Dominion Securities with Spencer as an Associate Wealth Advisor.
Lisa has completed her Personal Financial Planning (PFP) designation, along with the Conduct and Practice Handbook, Canadian Securities and Wealth Management Essentials courses. Lisa and her husband, Kevin, are parents to two daughters. They also have a recent addition – a Great Pyrenees. Summers are spent on their houseboat in the Lake of the Woods, and winters, cheering on her daughter, nieces and nephews in winter sports. Lisa also enjoys supporting her Interlake community through volunteering.
