About Us

As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Lisa Warll, EPC

Financial Advisor

Personal advice that you can trust.

Working alongside my father, Alfred Warll, was the greatest learning experience an advisor could ask for. With over 20 years of experience in the financial business, I kept our family working tradition in place by assisting our clients to achieve their financial goals. We pride ourselves on our personalized approach, creating long term bonds based on trust.

My spare time is spent enjoying my three children, on the water of Georgian Bay or on the slopes in Collingwood. As a Level IV ski pro, I utilize my developed leadership skills and teaching practices through ongoing financial educational seminars offered to my valued clientele.

I taught financial courses with the Halton Catholic School Board for 10 years and continue to offer educational seminars to help our clients learn and enhance their knowledge of the investment world.

I value a client’s trust above everything else and once a client makes a decision to create a partnership with me, I continually strive to maintain their trust.

John Smith

CFP

I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.

I value a client’s trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client’s financial plan are addressed in a manner consistent with professional financial planning practices.

Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes.

Jane Smith

Administrative Assistant

I provide administrative support to all our of clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.

I love my job because I am helping to make our clients’ lives easier and I love seeing our clients succeed not just in their financial live but also in their personal life goals too.

To book an appointment with either John & Bill please to discuss your financial strategy please contact me at: 604.555.1212.

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