“Thank you for providing such excellent service in your review of my circumstances heading into retirement. You made it very easy for me to present and discuss my financial situation, prompting me as necessary with meaningful questions and comments

I very much appreciated tat when you had the information you needed, you prepared a comprehensive review report that answered my questions, addressed my goals, and formed a solid basis for our follow up discussion. I also appreciate that you took all the time necessary to make sure I understood your recommendations.

I’ll be pleased to work with you again in the future.”

A.B.

“From the first time I met Lisa she has been a light in my life. Assisting with the transferring of funds from abroad and helping me to understand the best path to achieve my goal of a comfortable retirement. She never fails to find the best way forward and all the time with a smile.”

J.C.

“Lisa and I shared a conversation this week that helped me understand how invested she is in her clients. Lisa asks hard questions about her client’s emotions, childhood money patterns and where some of the shame lives in their financial decisions. What this conversation did for me was realize that I wholeheartedly trust Lisa. Her intentions are pure and she is completed invested not only in the client’s finances, but their livelihood too.

The decision to introduce Lisa to people I have the most love for in this world is a simple one. Do I want my loved ones to feel seen, heard and understood in their financial undertakings? Of course I do and you can too! ”

L.D.

“Lisa has been a trustworthy financial advisor for me during the last 10 years. She’s knowledgeable, attentive and engaging. She’s patient enough to go through every detail of my investments, explain the fundamentals behind them and do it all over again when needed. Her support definitely enabled me to make financial decisions I’m happy with. It gives me great pleasure to recommend her.”

F.W.

“From my first appointment with Lisa, I had a very confident feeling she had my best interest as her first priority. Very trustworthy individual, highly recommend her professional services.”

T.V.

“Lisa has been my Financial Advisor for over 11 years and during that time has always provided excellent advice. Lisa is conscientious and service oriented, and works hard to make sure that the recommendations she gives meet her client’s needs. She has a great understanding of the financial products that are available and, in my case, the portfolio that she designed for me has significantly outperformed the market. ”

A.M.

“Lisa has been my financial planner for the past 7+ years and she has helped me with managing my kids’ education, my long term goals for retirement and most importantly helping to determine my financial situation through a divorce.

Through Lisa’s services and guidance, I am now the sole owner of my family home, have a solid financial plan, including investments for early retirement and for my kids’ education. I feel confident and secure in my financial future all thanks to her.

Lisa provides professional yet caring personal service that goes beyond just looking at numbers. You feel that she really cares about your personal situation and strives to provide the financial advice that takes all your needs and concerns into consideration.

Even though dealing with finances can be stressful, I have always enjoyed spending time with Lisa and come away from every meeting feeling happy and confident that my finances are in good hands.

Thank you Lisa for all your support.”

C.B.

“I recently was able to settle on a separation agreement between me and my former partner. Any mediation process can be daunting, especially when dealing with debts and financial burdens, but after working with Lisa on the financials of my separation agreement it was like a breath of fresh air.

Lisa helped me comprehend the nature of properly budgeting and allocating finances the right way. Her ability to put together my future from a money savings perspective really assured me that if I follow a plan, I will see financial liberty and no longer to bound to living paycheck to paycheck. I was able to see clearly what my next steps will be, and it was done without any judgement or pre-conceived notion from Lisa’s part - it all came from a genuine desire to help me with my situation.

I would not have been able to feel confident in my future without Lisa’s help ”

A.F.