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Lisa Ramsay

Senior Advisor and Founder

I like to take a unique client approach with all my clients, and I ask a lot of the tough questions so that we can get down to what is truly most important.  By defining my client’s goals and dreams I am able to tailor a financial plan exclusively for them and their needs. So, for me, my clients aren’t just my number one priority, their goals and dreams are too.

I started in the financial services industry during the mid-eighties. Throughout my time in the industry, I gained an assortment of skills from working as a private bookkeeper, government accounting clerk, private industry owner, employee, and banker. These skillsets have helped me to hone my role as an advisor.

When I first started as an advisor over sixteen years ago, managed money was not accessible to everyone, so I actually built investment portfolios for my clients. That is how I started to specialize myself in this area. It’s also the reason I enjoy working with businesses just as much as I do with families and individuals across Canada.

Since entering in this field, I have had the opportunity to guest speak at SAIT, teach a business planning course, and present numerous seminars and webinars in both Alberta and Ontario. I am a proud member of ADVOCIS and I hold my Alberta Commissioner for Oaths. I am also quite grateful to be able to mention I was nominated 9th in the Top 100 magazine for Financial Planners in North America 2020.

In my spare time I enjoy relaxing with my loving husband, and three wild cats. You will often find me reading a good mystery book and sipping on a glass of good wine or scotch.  Spending time with family is one of the most important pastimes to me as I have a beautiful daughter and three wonderful stepdaughters. They are all adults and enjoying life on their own terms across the country, so I always look forward to our time together.

Reach out to me to book an appointment to chat about your current goals and dreams so we can build you your own unique financial plan!