My investment experience started in high school. I was a member of the stock market club and would purchase term deposits with my savings account. I really enjoy being able to combine this interest and the ability to have an positive impact on my client's lives.
I believe that getting to know you and your individual goals is an important first step for determining an investment strategy. I take my role as your financial advisor as a personal responsibility to you and your family. First and foremost I want to do what is right for you. As part of an independent firm like Edward Jones I have the freedom to select investments that best suit your needs.
I'm originally from Durham Region and my family and I have been in the Stoney Creek-Glanbrook area since 2010. I live in the community I serve and think that building long-term relationships with my clients is key to serving their needs. Many of my clients live in the Stoney Creek and Binbrook area, finding it very convenient to have their advisor readily accessible. It's also fun to run into each other at the hockey arena or the lacrosse field!
I enjoy getting out to explore new hiking areas as well as photography and gardening.
Because I'm a mom and know what it's like to juggle kids, sports and schedules, I do have evening appointments available.
The financial world can sometimes seem like foreign territory. I make the effort to be upfront and transparent with my clients about how we are investing, why, and what the cost is to do so. One of the things I love about my firm is that clients can choose the platform they wish in regards to both involvement and cost.
If you would like to chat or meet to see if we might work well together, please give me call or send an email. I welcome the opportunity to introduce myself, answer your questions, and explain how we can partner together to help with your financial needs.
- Retirement Savings Strategies
- Wealth Strategies
- Education Savings Strategies
- Divorce Finances
- Business Owner Considerations
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
Phone NumberLisa MacDonald at (905) 573-8778
|Mon||09:00AM - 06:00PM|
|Tue||09:00AM - 06:00PM|
|Wed||09:00AM - 06:00PM|
|Thu||09:00AM - 06:00PM|
|Fri||09:00AM - 06:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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