Professional Information
Wealth Advisor
BMO Nesbitt Burns
Education, Honors & Awards
University of Calgary
BA- Economics- University of Calgary, 1991
Personal Information
Certified Investment Manager; Fellow of Canadian Security Institute
Golf; Hockey; Baseball
More than 25 years
Lisa Miller, Weath Advisor at BMO Nesbitt Burns, is a financial services industry profession of 23 years specializing in retirement planning. Passionate about her work, Lisa finds great reward helping her clients make their long term financial goals come to fruition. Her vision for the future is to explore ways to expand her career and professional development. Lisa received her BA in Economics from the University of Calgary, 1991. She is a Certified Investment Manager and a Fellow of the Canadian Security Institute. Her areas of expertise are in wealth advisory, management, asset management, portfolio management, estate and insurance planning, philanthropy, banking analysis, client advisement, economics, contractual negotiations, and retirement planning. When not working, Lisa enjoys golf, hockey, and baseball.
Wealth Advisory; Management; Asset Management; Retirement Planning; Portfolio Management; Estate & Insurance Planning; Philanthropy; Banking Analysis; Client Advisement; Economics; Contractual Negotiations
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