Lisa Beilman
Portfolio Manager & Investment Advisor
FCSI®
CFP®
CIM®
Working together to help you achieve what truly matters to you
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Office Location
I subscribe to the principle of total wealth management and look at the lives and values of my clients comprehensively. Attentive, accessible, and easy to talk to - my approach to our relationship and your wealth management builds understanding, provides clarity, cements trust, improves accuracy, and aims to get results.
Private wealth investment management is a premium level of wealth management designed to free you from the day-to-day details of managing your wealth. It is an advisor-managed account where you delegate responsibility for day-to-day investment decisions to an accredited portfolio manager.
I am particularly experienced at helping physicians and their families navigate, grow, and preserve their wealth, however I have demonstrated expertise guiding people from all kinds of backgrounds through life's complications and challenges. Be it starting or transitioning a business, life changes such as expanding your family or going through divorce, or milestones such as downsizing or retirement. My commitment is to provide clarity during complexity and smooth sailing during turbulence, A steady hand on the steering wheel keeping your plan on track while you focus on other important aspects of life.
Please reach out today - it would be my pleasure and privilege to be with you on the path ahead.
Certificates
FCSI®
CFP®
CIM®
Education
B.Econ, University of Manitoba
Achieve what truly matters to you
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
What We Do
What to expect when working with us
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Our Clients
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Executing tax-efficient plans
It's never too early nor too late to start thinking about tax efficiency.
To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to speak.
Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning misconceptions: Why a Will may not be enough
Article
Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
Article
Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.
Health-care costs?
Article
Health-care costs?
You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.