With over 20 years experience as an advisor in the insurance and financial planning industry, Lisa is focussed on working with business owners, individuals and their families in protecting their greatest asset - one’s own human potential.
Since 1988, Lisa has worked alongside business owners developing and implementing employee benefit programs that are not only sustainable, but echo a corporate philosophy - that employees are valued here. In addition, she specializes in formulating advanced retirement and estate planning strategies with the aim to protect assets and preserve estate values.
Lisa holds a Bachelor’s degree from Simon Fraser University and is a member of the Financial Advisors Association of Canada (Advocis). She is a Chartered Life Underwriter (CLU), and a Leslie W. Dunstall Medal recipient, having attained the highest provincial course marks in her graduating CLU year.
Lisa’s passion for positively impacting the communities in which we all live, work and play is exemplified by her many years of service as a board member and volunteer of several business, community and charitable organizations. She serves as Immediate Past-Chair of the Richmond Chamber of Commerce, and as a Director of Volunteer Richmond Information Services (VRIS). As a resident of Richmond for over 17 years, Lisa works to enhance business, arts and the cultural spirit of Richmond.
Degrees and Designations
• Chartered Life Underwriter (CLU)
• Recipient of Dunstall Memorial Medal (Province of BC)
• Bachelor of Science, Kinesiology (BSc Kins)