Women of Purpose
Leaders in business, at home, or in their communities who are ready to align their wealth with their values.
Lisa Komlos
You’re Building More Than Wealth - You’re Building a Life.
Lisa proudly serves a diverse clientele across Quebec, Ontario, British Columbia, Alberta, and Prince Edward Island. Her work focuses on supporting women, growth-oriented professionals, and multigenerational families in shaping their financial lives with intention and purpose.
Our clients typically share the following characteristics:
Next-Generation Professionals
Entrepreneurs, healthcare and business professionals, and digital thought leaders, including social media influencers, who value privacy and discretion.
LGBTQ2+ Individuals
Seeking inclusive, thoughtful advice tailored to their unique goals and life journeys.
Families Managing Wealth Transitions
Preparing for and navigating intergenerational wealth transfers with a focus on planning and legacy preservation.
Our clients tend to:
- Have investable assets exceeding $1M
- Prefer to delegate their financial strategy to a trusted advisor
- Value a disciplined, long-term approach over reactive or trend-based approaches
- Appreciate proactive and transparent communication
- Seek a holistic approach that combines growing net worth, optimizing tax strategies, safeguarding key assets and loved ones, and planning confidently for the future
- Desire a relationship-driven experience built on trust and empathy
- Are motivated by goals rooted in family, growth, impact, and legacy
We Help Bring Purpose to Your Wealth.
Just like you rely on doctors, lawyers, and accountants, we become a vital advisor in your financial life, bringing structure, clarity, and expertise to your wealth.
We help move clients from uncertainty to clarity, offering customized strategies for:
- Investment Management
- Tax Efficiency & Income Strategy
- Intergenerational Wealth Transfer
- Business Transition Planning
- Estate & Legacy Planning
All delivered in collaboration with a team of TD specialists, ensuring a holistic approach to your wealth.
The goal? To ensure your money isn’t just in motion but growing with intention.
