About Us

Lisa Whittleton

Born in Tokyo, Japan into a diplomatic family, Lisa lived abroad throughout her childhood but always called Ottawa home. After attending the University of Guelph and graduating with a Bachelor’s degree in Biological Sciences, Lisa worked with the federal government, including positions in the Deputy Minister and Minister’s Offices at Health Canada. With a strong interest in personal finance and a passion for helping others, she decided to become a financial advisor in 2014. Lisa is always expanding her knowledge and skills with ongoing professional development and is actively working towards the Chartered Life Underwriter and Certified Financial Planner designations. 

Lisa’s clients value her open and honest approach to understanding their unique situation and needs. Together with a network of likeminded professionals, she helps clients execute their customized comprehensive plan, making any necessary changes as personal situations or government policies change over time. 

Lisa specializes in helping families navigate and understand the complexities of financial planning for people with disabilities. Her extensive knowledge and expertise on government programs and social services ensures that a person with a disability can maximize what is available to them without jeopardizing their eligibility in income and asset-tested programs. Families have enough to deal with on a day-to-day basis, advocating for their loved ones in school, the healthcare system and the community at large without having to take on the complex financial and legal maze set out before them.

In her spare time, Lisa loves to travel the world and play with her dog, Jake, in her backyard oasis. Her interests include gardening, crafting of all kinds, and reading a great book.

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