Lisa began her career in the investment world as a wire operator (order entry clerk) in 1984. Through ongoing studies and hands on experience with several bear markets, Lisa has become a seasoned veteran in the business and is currently a registered Portfolio Manager and a holder of the Chartered Investment Manager (CIM) designation. Lisa has been a licensed Financial Advisor since 1987. Her primary focus is providing discretionary money management services to high net worth individuals and institutions. Lisa is also level two insurance licensed, which allows her to engage in estate planning services for clients as well.
Lisa is the past Chairman of the University of Victoria Foundation board, and currently sits on two other boards – the University of Victoria Faculty Pension Board, and the Advisory Board for Bentall Kennedy Prime Canadian Limited Partnerships in Toronto.
Lisa is licensed to practice in the following provinces: Alberta, British Columbia, Ontario and Yukon.
Outside of work, Lisa is an avid cyclist and runner, and also enjoys waterskiing.