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Don't just chase your dreams
Choose to work with The Lisi Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
Associate
10 February, 2021
Long or short-term goals play a big part in deciding which savings tools you should use. Find out if a TFSA or an RRSP or a combination of both are the better fit fo Read more
2 February, 2021
Tax rates and saving contribution limits change year on year. This quick guide outlines contribution limits for RRSPs & TFSAs and more. Read more
1 February, 2021
In his latest letter, Counsel Portfolio Services CIO, Corrado Tiralongo, discusses GameStop, Reddit and the role that FOMO plays in the recent volatility we’ve seen Read more
Price is what you pay. Value is what you get. - Warren Buffett
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