From an early age I learned that it is important to dream and set goals. Our dreams and goals are what keeps us moving forward. By understanding who you are and where you would like to be, I am able, through a proven system, to build you a strong road map that will help you to get there. One of my dreams was to become a Financial Advisor, my goal was to help people. I have achieved the first and am working tirelessly to continue to achieve the second by helping clients reach their dreams and goals.
My background includes 25 years as a small business owner with over ten of those years in the retirement industry helping to better the lives of our seniors here in Simcoe County. These experiences have allowed me to relate to what life is like for business owners as well as the struggles and emotions our seniors (or soon to be seniors) face as they prepare or enter into retirement. It also pointed out how important it is to have a plan.
I have lived in Barrie now for 29 years and love everything this city has to offer. My family consists of four adult children, one granddaughter, a wonderful husband of 38 years and two crazy, lovable dogs. In my spare time I love to do stained glass, read and spend free time with my precious granddaughter.
My passion is helping people, from mentoring young Moms to running Christmas giving programs for families in need.
Please do not hesitate to call, I would love to help you set up that road map..
- Divorce Finances
- Retirement Savings Strategies
- Socially Conscious Investing
- Special Needs Financial Considerations
- Business Owner Considerations
- Estate & Legacy Strategies
My Personal Interests
- Art & Theater
- Spending Time with Family
- Community Outreach
- Culinary Arts
- Art Museums
Office Address411 Huronia Road
Barrie, ON L4N 9B3
Phone NumberLisa Curran at (705) 726-8801
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