Have you checked if you have any uncashed cheques?
A little-known feature on the Canada Revenue Agency’s website is netting some Canadians hundreds of dollars they are owed from uncashed government cheques.
Comprehensive financial planner specializing in planning for people with disabilities. - Daytime and evening appointments available
- Services offered in English and French
- Meeting you in the comfort or your own home or a place of your convenience
- Serving Ottawa through Kingston and the surrounding areas
|Monday||9am - 5:30pm|
|Tuesday||9am - 5:30pm|
|Wednesday||4pm - 9:30pm|
|Thursday||4pm - 9:30pm|
|Friday||9am - 5:30pm|
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Lisa prides herself in being able to help clients navigate and understand the complexities of financial planning for people with disabilities. Her extensive knowledge and expertise on government programs and social services ensures that a person with a disability can maximize what is available to them without jeopardizing their eligibility in income and asset-tested programs. Families have enough to deal with on a day-to-day basis, advocating for their loved ones in school, the healthcare system and the community at large without having to take on the complex financial and legal maze set out before them. Lisa’s clients value her open and honest approach to understanding their unique situation and needs. Together with a network of professionals such as accountants and lawyers, Lisa helps to execute their customized comprehensive plan, making any necessary changes as personal situations or government policies change over time.
Born in Tokyo, Japan into a diplomatic family, Lisa lived abroad throughout her childhood but always called Ottawa home. After attending the University of Guelph and graduating with a Bachelor's degree in Biological Sciences, Lisa worked with the federal government, including positions in the Deputy Minister and Minister's Offices at Health Canada. With a strong interest in personal finance and a passion for helping others, she decided to become a financial advisor in 2014. Lisa is always expanding her knowledge and skills with ongoing professional development and self-study. She is currently in the process of getting her Certified Financial Planner and Chartered Life Underwriter designations.
In her spare time, Lisa loves to travel the world and play with her dog, Jake, in the backyard of her Orleans home. Her interests include gardening, crafting of all kinds, and reading a great book.