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Lisa works with individuals, families and organizations with considerable investable assets and wide-ranging, often-complex financial needs. As her clients' needs change and evolve over time, so do the services and solutions offered. Whether you are building your career or business, or shifting into retirement, Lisa's insightful counsel, disciplined planning and effective risk management help make you more confident in your decisions, and more focused on your future.
Managing considerable wealth can be complicated. Using Lisa's distinctive approach, she seeks to view your life through your eyes. With a deep understanding of your priorities, Lisa then builds a strategy rooted in your goals and based on TD's principles of transparency and trust.
Lisa has a degree from the University of British Columbia and holds the designation of Certified Financial Planner (CFP®) since 1998. Lisa became a Certified Retirement Specialist in the Spring of 2014.
Lisa is also a Life Insurance Advisor through TD Wealth Insurance Services.
Like most of her clients, when Lisa is not working she likes to spend time with her family - Tim, her husband of 25 years, their daughters, Keely (16) and Ella (13) and their Wheaten Terrier, Reilly. They enjoy skiing, biking, and spending time outdoors.
Wealth For Life Advisory consists of Robert Wells, Senior Vice President & Investment Advisor; Tim Collins, Vice President & Investment Advisor; Lisa Rodger, Investment Advisor; Nicholas Mackay, Investment Advisor; Terri Racine, Assistant Investment Advisor; and Sangeet Singh, Client Service Associate; Wealth For Life Advisory is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.
Toll Free: (888) 668-9966
Fax: (604) 482-8427
Branch Office: (604) 541-2075
Branch Fax: (604) 541-2093
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.