Lisa Houston, CLU, CEA, EPC joined The Financial Innovators Group as an owner, partner and financial advisor in 2020.
Lisa leverages her more than 25 years of experience in sales, marketing, and product management at leading financial institutions. She focuses on insurance strategies for her clients, providing innovative risk management solutions and building strong and lasting relationships.
Lisa works with clients to provide customized estate planning strategies for high-net-worth professionals, their families and their businesses. She works closely with clients to understand their unique business requirement at each stage of the business’ growth cycle. Lisa analyzes all elements of any proposed strategy, with the objective of achieving maximized tax-efficiencies.
Lisa has earned the CLU (Chartered Life Underwriter), LLQP (Life License Qualification Program), CEA (Certified Executive Advisor), EPC™ (Elder Planning Counselor) designations, and is a member of Advocis. She has also completed the Canadian Securities Course (CSC®) and the Conduct and Practices Handbook (CPH®) course from the Canadian Securities Institute.
Lisa has volunteered as an associate producer & co-host for Rogers TV, on local Peel programs.