Skip to main content

Lisa Rodger

Investment Advisor

  • CFP®

Working together to help you achieve what truly matters to you

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.

ADDITIONAL CONTACT

Toll Free: (888) 668-9966
Fax: (604) 482-8427
Branch Office: (604) 541-2075
Branch Fax: (604) 541-2093

Lisa Rodger is a member of Wealth for Life Advisory
Wealth for Life Advisory.JPG

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

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.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?