ABOUT LISA

Personalized Financial Advice For You

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Lisa is an independent CFP  professional specializing in the area of Retirement Income Planning. Having been in the financial industry since 2009, she is dually licensed for Life Insurance and Mutual Funds, and holds an Elder Planning Counsellor (EPC) and Chartered Financial Divorce Specialist (CFDS) designation. Lisa aims to build long term relationships with her clients, through honesty, integrity and respect.

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Lisa can be reached by her contact form below or at planningbylisa@gmail.com.