Analyst, Investment Counsel Services
As an Analyst at Manulife Private Wealth, Lisa works diligently to service clients’ needs and provide support to the Investment Counsellors. She handles trading and asset allocation for clients and is involved in all aspects of portfolio maintenance. Lisa believes that enhancing the client experience is essential for a robust business.
Lisa first joined Manulife Private Wealth as an Accounting and Finance 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 at the beginning of 2016.
Lisa holds the Chartered Investment Manager (CIM®) designation and graduated with an Honours Bachelor of Accounting and Financial Management with a minor in Economics from the University of Waterloo.
Lisa loves travelling in her spare time and has visited over 35 countries. She also enjoys cooking and personal fitness.