Lisa has over seventeen years experience in the investment business. Lisa holds a Bachelor of Arts Degree from the University of Calgary. She is licensed for Life and Disability Insurance®, has completed the Canadian Investment Management course; is a Fellow of the Canadian Securities Institute and holds a Professional Financial Planning Designation.
Investment Philosophy
Lisa firmly believes that her client’s interests are best served by taking a fully diversified portfolio approach to investing. Working closely with her clients, Lisa formulates a customized investment strategy designed to improve their portfolio’s return while keeping risk at an acceptable level. Beginning with a questionnaire, a client’s long-term objectives are established and clearly defined in a written investment policy statement. This becomes the basis of that client’s ideal asset mix. Whether her client’s are conservative income orientated investors or growth orientated investors, Lisa will design an investment strategy that best fits her client’s needs.
Working with Lisa, to provide excellent client service is Paige Fulton. Investment Advice
Lisa offers a traditional brokerage account with standard commissions; also she offers the BMO Nesbitt Burns Meridian Program whose all inclusive fee allows her clients to see the benefits of working with her team of experts along with the option of online trading. The BMO Nesbitt Burns Advance®, Quadrant® and Blueprint® programs, can also offer you access to some of the top money managers in the US, Canada, and around the world.
Retirement Planning
Working with the BMO Nesbitt Burns sophisticated planning software, Lisa is able to provide her clients with a customized easy to understand road map to achieving their retirement income goals. While no one can predict the future, this program can help to make it clearer, allowing you to evaluate the impact of inflation and taxes on your retirement goals. Most importantly you will have information necessary today to allow you to chart your course to financial success.
Estate Planning*
Estate Planning is a basic component of any thorough financial plan. I work with our in-house estate planning specialists to combine advanced expertise on estates, insurance, and tax-planning with our high quality investment advice. Together, this brings unmatched strategic capability to the estate planning process.
Beyond the main estate planning services, Lisa can assist in a variety of related areas, including estate preservation, charitable giving, small-business succession and planning, cross border (Canada – US), financial and estate planning, and maximization of retirement income.
Resources Our Partnership Brings To You
As a full service investment firm, information and advice are value-added benefits of your investment partnership. With our top-ranked Research Department and a team of product specialists at BMO Nesbitt Burns, you are assured of high quality investment recommendations that are essential to the growth and security of your capital.
BMO Nesbitt Burns also employs a state of the art client information system. This enables Lisa to quickly assess relevant details on your securities holdings, accurately measure the performance of your portfolio, and communicate effectively with you. Whether answering your question, analyzing your portfolios return or providing you with a transactional history; all the information she needs to give you, the personalized service you deserve is at her fingertips.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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