Lise Dutrisac, B.A., CFP®

Certified Financial Planner®

Professional Background:

  • 21 years experience with CRA (formerly Revenue Canada) 
  • 5 years experience in the Financial Planning Field 
  • Bachelor of Arts Degree (B.A.) 
  • 4th Level of CGA Program 
  • Certified Financial Planner® (FPSC) 
  • CSC Canadian Securities Course (CSI) 
  • Life Insurance, Level 1 
  • Mutual Fund Course (IFIC) 
  • Member of ADVOCIS