Lisa, 31, is an independent investment advisor with Dundee Securities. She reached the designation of Certified Financial Planner at 28 and has more than 10 years in the financial industry. For the past four years, she has had the rare distinction of holding the license to trade both mutual funds and securities. The Sudbury native takes a hands-on approach to servicing her clients. She has traveled as far as Moosonee, on the Polar Bear Express, to visit with them in person. Lisa is married and has a one-year-old daughter. She also has a longstanding 14-year relationship volunteering with the Children's Aid Society.

Q: What is your greatest professional
accomplishment?
A: The fact that I get to do what I love each day, which is helping my clients in reaching their financial goals.

Q: Tell me three lessons you have learned
A: Balance is an essential part of every aspect of life.
Investing is emotional, even though emotions have no place in investing.
Money is a tool, nothing more, nothing less.

Q: Who is your most valued mentor?
A: My daughter. She starts every day fresh and she teaches me something new each day.

Q: What is your greatest professional challenge?
A: Being a young female in a male-dominated industry, that may also be my greatest advantage.

Q: What is the one thing that would "surprise" people the most about you?
A: I love spy novels.