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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
30 April, 2021
Timing can be everything, especially in investing, and the timing and size of deposits and withdrawals can also influence your investment outcomes. Read more
15 March, 2021
This e-book reviews the various factors you need to consider regarding the transfer of your estate. Read more
Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend Read more
Price is what you pay. Value is what you get. - Warren Buffett
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