executive associate at assante wealth management@ CI Assante Wealth Management
Toronto, Ontario, Canada
Lisa Morra
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Wilfrid Laurier University
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Tell me more about Lisa Morra?
FlashIntel GPTLisa Morra is an experienced Investment Representative with 19.7 years of work experience. She specializes in estate planning, portfolio management, and financial advisory. Based in Mississauga, Canada, Lisa currently works at Assante Wealth Management. She has a strong background in strategic financial planning, investment strategies, and securities. With a focus on retirement planning and investment advisory, Lisa is skilled in providing valuable insights and solutions to clients.
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About
Investment Representative at Assante Wealth Management
Work Experience
executive associate at assante wealth management
Investment Representative
Financial Services
Lisa Morra's Professional Milestones
- Investment Representative (2004-01-01~): Achieved record-breaking returns, expanding market relationships and fostering strategic partnerships.
Education
Political Science And Economics
Skill
Estate Planning
Portfolio Management
Financial Advisory
Strategic Financial Planning
Investment Strategies
Securities
Strategic Financial
Investments
Financial Planners
Retirement
Investment Advisory
Wealth
Retirement Planning
Wealth Management
Mutual Funds
Certification
Colleagues
François Beaudry
Branch Owner
Margarida Santos
Condo Owner in the Resort of Mt. Tremblant - Rental Property
Rick Langille
Owner, Bedford Branch of Assante Wealth Managment
Alex Carter, CFP, CIM, CEA
senior wealth advisor branch owner - providing wealth simplification to successful families and business owners
Dave Jones, CPA, CA, CFP
senior financial advisor branch owner - assante wealth management
Other Named Lisa Morra
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We found 1 Lisa Morra's phone numbers
Lisa Morra's social media include: Linkedin,
Lisa Morra works for CI Assante Wealth Management
Lisa Morra's role in CI Assante Wealth Management is executive associate at assante wealth management
Lisa Morra works in the industry of Financial Services
Lisa Morra's colleagues are François Beaudry,Margarida Santos,Rick Langille
Lisa Morra's latest job experience is executive associate at assante wealth management at CI Assante Wealth Management
Lisa Morra's latest education in Wilfrid Laurier University
