Lisa joined Manulife Private Wealth in 2016. As an Associate Investment Counsellor, Lisa works diligently to provide exceptional service and optimal solutions for clients.
Lisa holds the Chartered Investment Manager (CIM®) designation and is a Level 2 candidate in the Chartered Financial Analyst (CFA®) program. She is also registered as an Associate Advising Representative. Lisa graduated with an Honours Bachelor of Accounting and Financial Management with a minor in Economics from the University of Waterloo.
Outside of the office, Lisa spends time volunteering as a mentor with new immigrants and students, cooking and enjoying personal fitness. She is also an avid traveler and has visited over 35 countries.