Educators Financial Group
Lisa Raponi is a Certified Financial Planner at Educators Financial Group Inc., a position held since October 2010, where the focus is on enhancing financial literacy for members of the education community and their families through personalized strategies. Prior to this role, Lisa accumulated extensive experience in the financial sector, including serving as a Senior Financial Adviser at CIBC from January 2000 to September 2010 and as a Financial Adviser at Canada Trust from December 1996 to January 2000. Lisa holds a Bachelor of Arts degree in Economics from the University of Toronto Scarborough, obtained between 1992 and 1995.
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Educators Financial Group
If genuine understanding can only come from experience, then at Educators Financial Group, we’re proud to say we’ve been living and breathing the world of the education community since 1975 Owned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group administers more than $1 billion in assets for over 18,500 clients across all OTF (Ontario Teachers’ Federation) affiliates. We offer comprehensive financial planning and a wide selection of investing and lending products and services (including lower investment fees and mortgage rates, plus a range of educator-specific financial literacy resources) geared exclusively towards Ontario education members and their families. Whether you need expert advice on pension income maximization, planning your 4 over 5, summer cash flow challenges, how to minimize tax on gratuities, or any other educator-specific topic – we can answer your question and, more importantly, help you to achieve your financial goals. Brokerage license #12185 Follow us: Facebook: Educators Financial Group X: @EducatorsFG Instagram: @EducatorsFG Sign up for eNews, our electronic newsletter: EducatorsFinancialGroup.ca/eNews