Manager, Gold Private Client
For almost two decades Lisa has been providing insurance solutions to her clients, each with different levels of insurance needs. After Graduating from Mohawk College McKeil School of Business with an Insurance Diploma, She began her career and quickly found her passion in offering many choices and valuable solutions to her clients’ unique needs through the brokerage channel. Lisa has spent many years in the GTA, working in sales, service and development roles. In 2016, Lisa and her family decided to move back to her roots in the Kitchener-Waterloo area, and with this move she found the opportunity to dive back into the Private Client space. Lisa considers herself lucky that she truly loves her career, while being on a continuous journey of learning. Lisa has obtained her C.A.I.B. designation, and is on her way to completing her C.P.R.I.A. in the near future.