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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

Do you know someone who would benefit from my services?