Lisa has over 15 years’ experience as an Investment Advisor, growing a hybrid wealth management business catering to both Canadian and International clients. Her services include investment portfolio management, household financial consultation, and identifying venture opportunities. She has co-led the successful listings of capital pool corporations and go-public transactions with a focus on diligently managing risk for all stakeholders.
Lisa has further demonstrated her leadership acumen by serving on municipal economic and development committees, and by completing her Six Sigma Green belt certification. Her personal and professional passions intersect in areas focused on environmental sustainability, health and wellness, and elevating women to recognize themselves as confident investors.
She had the privilege of graduating from the University of Guelph with a Bachelor of Commerce and holds multiple certificates and licenses from the Canadian Securities Institute.
Contact Lisa: (604) 697-9305 | firstname.lastname@example.org