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An experienced veteran of the Financial Services Industry, Lisa takes pride in working alongside her colleagues helping individuals and their families articulate the plans and strategies that will help them achieve their financial goals. Whether you are building your career, or moving into retirement, Lisa's insightful counsel and disciplined planning acumen will help you make informed decisions, focused on your future success.
Lisa has a bachelor’s degree from the University of British Columbia (1991) and the Certified Financial Planner Designation (1998). She recently achieved her Certificate in Retirement Planning. She is fully licensed to provide financial planning advice as well as a full spectrum of investment and insurance solutions.
Like many of us, when she isn't working, Lisa likes to spend time with family – Tim, her husband of 26 years, daughter’s Keely (17) and Ella (14) and their poorly trained but lovable Wheaten Terrier, Reilly.
Wealth For Life Advisory is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective owners.
Lisa Rodger is a member of Wealth for Life Advisory
Discover. Guide. Achieve.
We're redefining private wealth management.
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.
Rob began his career in 1984 with another leading investment dealer where he advised clients for twelve years. Then the opportunity to open and manage the TD Wealth Private Investment Advice office arose in 1995. As a Branch Manager and Senior Investment Advisor, Rob developed his skills and knowledge in serving clients and supervising a team of Advisors. In 2009, he let go of the management duties having built the office to capacity and dedicated his whole focus to serving his clients. His 33 years licensed experience can be your guide to intelligent and prudent wealth management.
Tim has been helping clients achieve their financial and retirement goals for over fifteen years. Tim complements his advisory experience with an MBA from Simon Fraser University’s Executive MBA program, the PFP (Personal Financial Planner Designation) and is a Life Insurance Advisor with TD Wealth Insurance Services.
In Tim's personal life, he enjoys spending time with his wife of 25 years, Lisa, and their daughters, Keely and Ella.
Nicholas works with individuals, families and organizations with considerable investable assets and wide-ranging, often-complex financial needs. As his 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, Nicholas's insightful counsel, disciplined planning and effective risk management can help make you more confident in your decisions, and more focused on your future.
Managing considerable wealth can be complicated. Using Nicholas's distinctive approach, he seeks to view your life through your eyes. With a deep understanding of your priorities, Nicholas then builds a strategy rooted in your goals and based on TD's principles of transparency and trust.
Nicholas holds the Chartered Investment Manager (CIM®) designation, and acquired his Bachelor of Economics (BA Econ) from the University of Victoria.
Nicholas is also a Life Insurance Advisor through TD Wealth Insurance Services.
Golf, tennis and traveling are just a few of the things Nicholas enjoys while maintaining an active and healthy lifestyle.
Terri has worked in the investment industry since 1994 and joined TD in 2005. An essential part of the Wealth for Life Advisory team, Terri takes care of all actionable client instructions, including executing trades and performing research, and consistently provides outstanding professional and courteous service. In her role, she wires money to the bank on behalf of clients, helps them navigate complexities, sends out detailed RIF communications, prepares gain/loss reports and simplifies tax time by consolidating the documents needed to file returns.
Terri is married and has two daughters who are very active in competitive swimming.
Sangeet joined TD in 2001 and has more than 15 years’ experience in estates and trust administration. She works closely with clients and the rest of the team and oversees the documentation process, transfers, database management and the preparation of client reports. Sangeet has the expertise and sensitivity to help clients with estate administration and distribution, as necessary.
A graduate of Fiji College of Advanced Education, Sangeet is formally trained as a secondary school teacher and taught school in Fiji for three and a half years. Outside of work, her main priorities are health and wellness and her two children.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
advisors.td.com/lisa.rodger
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