Education
University of Toronto
University of TorontoBachelors
FINANCIAL ADVISOR
Lisa MacDonald
325 Winterberry Drive, Ste 205, Stoney Creek, ON L8J 2N5opens in a new window
Focus Areas
- Retirement savings strategies
- Retirement income strategies
- Divorce finances
- Wealth strategies
- Education savings strategies
- Business owner considerations
About Lisa
My investment experience started in high school. I was a member of the stock market club and would purchase term deposits with my savings account. I really enjoy being able to combine this interest and my market knowledge to create an positive impact on my clients' lives.
I believe that getting to know you and your individual goals is an important first step for determining an investment strategy. I take my role as your financial advisor as a personal responsibility to you and your family.
First and foremost I want to do what is right for you. As part of an...
I believe that getting to know you and your individual goals is an important first step for determining an investment strategy. I take my role as your financial advisor as a personal responsibility to you and your family.
First and foremost I want to do what is right for you. As part of an...
Education
University of Toronto
University of TorontoBachelors
Personal Interests
- Camping
- Hiking
- Photography
- Spending Time with Family
- Reading
Team Members
Silvio PalliniRegistered Branch Associate
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
Stoney CreekMore to explore
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