Associate, Investment Counsel Support
As an Associate at Manulife Private Wealth, Lisa works diligently to service clients’ needs and provide support to our Investment Counsellors nationwide. Lisa believes that enhancing the client experience is essential for a robust business.
Lisa first joined Manulife Private Wealth as a co-op student from the University of Waterloo. Her success in the role and her passion for wealth management brought her back to the team full time as an Analyst at the beginning of 2016.
Lisa holds the Chartered Investment Manager (CIM®) designation and is a registered Associate Advising Representative. She graduated with an Honours Bachelor of Accounting and Financial Management with a minor in Economics from the University of Waterloo.
Lisa loves traveling in her spare time and has visited over 35 countries. She also enjoys cooking and personal fitness.
Manulife Private Wealth offers clients the same approach to wealth management that Manulife uses to invest in its own balance sheet. Receive personalized and integrated wealth management solutions to achieve each of your financial goals. To learn more, speak to your advisor or call Manulife Private Wealth today.