portrait of Lisa E Currie
FINANCIAL ADVISOR

Lisa E Currie

PFP®
501 Coldstream Drive, Unit 3, Oshawa, ON L1K 3B3opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Wealth strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Intergenerational planning

Team Members

  • Samantha Beke
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(905) 723-2633

Fax

(877) 335-2747

Office Address

501 Coldstream Drive
Unit 3
Oshawa, ON L1K 3B3opens in a new window

More to explore

Find your starting point

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Start here

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More