In 2006, Lisa joined the Stephen Bishop & Associates team and Raymond James as a financial advisor assistant. Today, she is the backbone of our Yarmouth office team. While Lisa manages the office, she primarily focuses on maximizing on the company’s mission to cultivate communication and transparency with our clients. By responding to questions and providing information, Lisa ensures clients feel confident with their investment plans implemented as desired and kept current. Her contribution to the team helps deliver the Stephen Bishop & Associates advantage to our clients, in building connections, hearing you out, and joining you in the journey of achieving your goals.

Experience:

Lisa’s experience of over 31 years in the financial services industry equips her with the skill set to assist clients with their wants and needs in the most impactful way. Empowering our clients, she optimizes her fully licensed role as an assistant advisor to process client inquires, manage compliance requirements, and meet with clients on a regular basis to candidly communicate with you, working to keep you on track towards your financial goal.

Education:

To support you in achieving your financial needs, Lisa’s portfolio of completed courses contribute to her expertise in her role:

• Nova Scotia Community College – Business Administration
• Canadian Securities Course
• Conduct & Practices Handbook
• Professional Financial Planning Course
• Branch Manager’s Course
• Insurance Licensed
• Interests & Involvement:

Lisa’s engagement in the community as a Member of the YMCA of Yarmouth, and her involvement in the Roaring 20’s Antique Car Show is a testament to her passion for community building, a strength that aligns with the work she does at Stephen Bishop & Associates.

When she’s not in the office, Lisa enjoys her cottage life, skating during the Winters, bowling, and motorcycling.