1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Lisa Wiseman
Lisa Wiseman
Senior Financial Planner
CIM®
CFP®
B.Sc.
Building your financial future – together
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I have been working in the financial services industry since 1988, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelor of Science in Economics and Mathematics from Brock University. I also hold the CERTIFIED FINANCIAL PLANNER™ certification offered by the Financial Planning Standards Council as well as the Canadian Investment Manager (CIM) designation offered by the CSI. I look forward to working with you.
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Certificates
CIM®
CFP®
B.Sc.
Frequently asked questions
Get answers to your financial planning questions.
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What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.
We See The Whole You
We work together to determine your Wealth PersonalityTM profile, discover your priorities, and develop a financial plan that's specifically tailored to your goals. Once you have a plan in place, you can feel confident knowing you've defined how you want your income and assets to work for you, now and in the future.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.
Lynn – The Gift of Planning
Protecting what matters
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
Build Net Worth
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect What Matters
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a Legacy
Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
4 steps to your financial roadmap for life
Our four-step process helps keep your financial plan aligned with your goals and circumstances as they change over time.
Your Financial Planning Experience
1.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
2.Your Financial Plan
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
3.Welcome to TD Wealth Financial Planning
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
4.Regular Review Meetings
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Your Financial Planning Experience
2. Your Financial Plan
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
3. Welcome to TD Wealth Financial Planning
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
4. Regular Review Meetings
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Bare trusts: What the 2026 reporting rules could mean for you
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Bare trusts: What the 2026 reporting rules could mean for you
Share a bank account with an aging parent? Helping a child qualify for a mortgage by being on title? Situations like these could be considered bare trusts and may require a tax return to be filed, even when no tax is owed. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, explains what you need to know and what exceptions could apply.
Location, leverage, lifestyle: Is an income property right for you?
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Location, leverage, lifestyle: Is an income property right for you?
Rental real estate can play a strategic role in building and preserving wealth. Here’s how discerning investors can evaluate its place in
their portfolio.
What would it take for Oscar and Lakshmi to retire five years early?
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What would it take for Oscar and Lakshmi to retire five years early?
They have savings, a pension, and valuable real estate. But leaving work at 60 means deciding which matters most: retiring early, spending comfortably, or keeping two properties.