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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.
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.