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Lisa Mabasa, Financial Advisor

FINANCIAL ADVISOR
Lisa Mabasa

20 Erb Street W, Suite 502, Waterloo, ON N2L 1T2opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Education savings strategies
  • Estate and legacy strategies
  • Wealth strategies
  • Charitable giving

About Lisa

Lisa Mabasa Bio

My favourite color seems to be green. I volunteer with Reep Green Solutions, grow what I eat as much as possible and, coincidentally or not, work with many clients who are passionate about the environment and want to invest in alignment with their values. I'm delighted to be able to help them.

Whether it's the environment, leaving a legacy for your kids, getting your bearings after an unexpected life event, or preparing for the retirement you envision, I'm here to help. My priority as a financial advisor is to provide the personalized service that lets me understand what you...

Work History

  • Edward JonesJune 2020 to Current

Team Members

  • Betty Barrett
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(519) 725-8101

Fax

(844) 816-7826

Office Address

20 Erb Street W
Suite 502
Waterloo, ON N2L 1T2opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

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

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