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Lisa MacDonald, Financial Advisor

FINANCIAL ADVISOR
Lisa MacDonald

325 Winterberry Drive, Ste 205, Stoney Creek, ON L8J 2N5opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Divorce finances
  • Wealth strategies
  • Education savings strategies
  • Business owner considerations

About Lisa

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 my market knowledge to create an positive impact on my clients' 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...

Education

  • University of TorontoBachelors

Personal Interests

  • Camping
  • Hiking
  • Photography
  • Spending Time with Family
  • Reading

Team Members

  • Silvio Pallini
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(905) 573-8778

Fax

(877) 335-8828

Office Address

325 Winterberry Drive
Ste 205
Stoney Creek, ON L8J 2N5opens in a new window

More to explore

My priorities

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Setting your path

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

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