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portrait of Lisa E Currie
FINANCIAL ADVISOR

Lisa E Currie

PFP®
501 Coldstream Drive, Unit 3, Oshawa, ON L1K 3B3opens in a new window
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About Lisa

I believe in teamwork – where we all bring our unique talents to the table to deliver a financial strategy that is 100% in your best interest and designed for you to reach your long-term goals.

You and I will partner together to explore what's important to you and your family, as well as the opportunities and challenges unique to your life. I will take time to understand the level of risk you are comfortable accepting and how that correlates to your portfolio's growth rate.

We will plan for the expected and prepare for the unexpected. I will help set...

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Wealth strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Intergenerational planning

Team Members

  • Samantha Beke
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(905) 723-2633

Fax

(877) 335-2747

Office Address

501 Coldstream Drive
Unit 3
Oshawa, ON L1K 3B3opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More