Lisa joined TD Wealth Private Investment Advice for the Winnipeg Portage branch as a Manager, Client Services and Client Service Associate in 2010, working alongside with James. Prior to joining TD Wealth, Lisa has been a part of the wealth and financial industry since 1996, giving her over 20 years of experience. Throughout this time, she has completed her CSI Operations Course and CSC licensing through the Canadian Securities Institute. Her experience in the investment and wealth industry has given Lisa the knowledge and skills to create a legendary experience for both her clients and teams.
