PRODUCTS

Insurance and Mutual Funds For You

Lisa is an independent broker with contractual relationships with over 16 insurance companies through Hub Financial and most mutual fund companies in BC through Investia Financial Services Inc. respectively. She is not obligated to fulfill a quota for any of them; her advice is completely unbiased and focused entirely on client needs.

Mutual fund products are offered through Investia Financial Services Inc. Insurance products are provided through multiple insurance carriers.

WEALTH ACCUMULATION

  • Trust/Corporate Class Mutual Funds

  • Segregated Funds (SEG)

  • Non-Registered Investment Accounts

  • Registered Retirement Savings Plans (RRSP)

  • Registered Retirement Income Funds (RRIF)

  • Tax Free Savings Accounts (TFSA)

  • Registered Education Savings Plans (RESP)

  • Registered Disability Savings Plans (RDSP)

  • Group Health & Benefits for small businesses 

INSURANCE
  • Life Insurance: To protect loved ones' standard of living in case of the unthinkable.

  • Disability Insurance: To protect against income loss

  • Critical Illness Insurance: Financial help when you're recovering from a critical illness.

  • Long Term Care Insurance: Designed to give you control and say in your own care needs, should you need it.

1178 W Pender St
Vancouver, V6E 2R9 Canada

planningbylisa@gmail.com

READY FOR ADVICE?

Let me know what services you require. I'd love to help create financial solutions tailored to your needs.