Lisa Lishman

My goal as a financial planner who specializes in tax reduction planning is to focus on what's important to clients. I believe strongly in planning well to live well. A keen understanding of what clients’ need and want is key to achieving their financial and personal goals.

I believe that trust is crucial to good financial planning, and I am proud to have many long-term client relationships.

I am a Certified Financial planner with nearly 20 years experience in financial strategizing and tax reduction planning. I often say that I wear three hats, and they're all related. These are insurance, investments and tax reduction planning. They represent a comprehensive financial plan that, when strategies are in place, will allow us independence knowing there is a plan for tomorrow so that we can live for today.

I am privileged to help you with goal-oriented financial strategies, estate planning, personal and business interests, insurance needs and tax reduction.

Community involvement has always been a big part of my life. I have been an active charter member of the Kitchener-Waterloo Community Spirit Lions Club since 1997 and am a proud recipient of the Helen Keller Fellowship Award. As well, I volunteer with the Mascot committee for the annual Kitchener-Waterloo Oktoberfest festival and am involved with the board of directors for Carizon. Giving back to our community actively and strategically as a board member keeps me grounded. Engaging in community needs broadens my understanding with how a group of ordinary people work together to achieve extraordinary things.

I am a social sportsperson, and love to run, cycle, swim, golf, travel, and relax on the patio with a glass of wine.

Email — Phone: 519-589-1054