Lisa Williams, CFP®

Investment Advisor

Lisa is a graduate of Queen’s University where she earned a BA and a Bachelor of Education. Lisa left the teaching profession to join the financial services industry in 1990, later earning her Certified Financial Planners designation.

For more than 20 years, Jamie and Lisa have been assisting individuals and business owners with their wealth management needs. In this era of overwhelming choice, where ambiguity and uncertainty are the norm, The Williams Team's mission is to help their clients simplify the complexity of their financial lives so that they can enjoy the freedom to focus on the real priorities in their lives.


Insurance products available through Lisa Williams.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.