MEET LISA

Lisa comes with an intimate knowledge of both the Barbadian and Canadian financial industry having spent years working at a leading Canadian Bank in both countries.

During this time, she began her personal investment journey and has experienced first-hand the liberties that come with patience, consistency and humility in investing, as well as the dangers of emotion, greed and fear.

In 2017, Lisa made the bittersweet decision to pause her accelerating career to start a family with her husband, Danny, and has since enjoyed all aspects of motherhood with her two daughters, Layla and Ava.

As of late, the challenged Barbadian economy and the devastating financial impact the COVID-19 pandemic has had on many has motivated Lisa to pivot and pursue a career in Financial Coaching. She began the Accredited Financial Coach Canada program in early 2021 and became certified in March 2022.

WHAT IS AN ACCREDITED FINANCIAL COACH?

An Accredited Financial Counsellor or Coach provides independent, tailored financial advice on the basic tenets of sound personal finance. It educates clients on financial principles, assist clients with debt management programs, identify and change poor money management habits along with creating realistic and sound financial plans to build one’s wealth for the future.