Certified Financial Planner specializing in guiding individuals through life transitions. With a background shaped by diverse experiences – from pursuing studies at UBC to rebuilding after a 12-year marriage – I understand the challenges life can present.

My mission is to offer empathetic and knowledgeable support, ensuring your financial choices positively impact your loved ones. As a Chartered Financial Divorce Specialist and Registered Retirement Consultant, I am committed to providing tailored guidance during significant shifts.

Planning By Lisa

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Planning By Lisa

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