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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
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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.

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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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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