Lisa Ramsay | Team | Alexander Peter Wealth Management Australia

Lisa Ramsay

Director

Lisa was nominated as a Top 100 Financial Advisor in 2020 and was listed as number 9 in North America.

Qualifications

Lisa was nominated as a Top 100 Financial Advisor in 2020 and was listed as number 9 in North America.

Lisa Ramsay is an independent advisor in Alberta, British Columbia, and Ontario. She offers a wide range of services that include but are not limited to, personal and business planning, succession and estate planning, and wealth solutions.

Lisa was nominated as a Top 100 Financial Advisor in 2020 and was listed as number 9 in North America. Since 2005 she has worked as an advisor but has been actively involved in the finance industry since the mid-1980s. Some of the more interesting components of her position involve traveling throughout Alberta, BC, and Ontario to work with clients, and the opportunities to meet new people. She believes the new and exciting experiences she finds within financial planning are all because of the individuals, families, and businesses she is able to help.

Although Financial planning is and always will be Lisa’s one true love, she is married to a wonderful husband with four beautiful grown daughters and three cats (who seem to think they are in charge at home). When not working or learning, Lisa can be found reading a good book, sewing, entertaining friends, or traveling. However, like any working mother, she likes to occasionally indulge in chocolates and a glass of good wine.