Our Team
Lise Dutrisac, B.A., CFP
Certified Financial Planner
lise@retire-sooner.org
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
