Lisa has been a valued member of the Manulife Private Wealth team since 2016. As a Regional Investment Counsellor, Lisa provides discretionary investment management and goals-based financial plans for affluent families, helping them grow, manage, preserve and transition their wealth. Lisa focuses on developing meaningful relationships with advisors and clients in her network and providing a tailored, holistic offering to suit their unique needs. Exceptional service and optimal solutions are at the core of her philosophy.

Lisa holds the Chartered Investment Manager (CIM®) designation and is a Level 2 candidate in the Chartered Financial Analyst (CFA®) program. She is registered as an Associate Advising Representative with the provincial regulators. 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 mentoring new immigrants and students, cooking and enjoying personal fitness. She is an avid traveler and has visited over 35 countries.