Lisa is our newest addition to the Specialty Wealth & Financial team, joining us in October 2021. She brings with her over 13 years’ experience in the financial services industry. Specifically, within the Credit Union System where her roles included advising and management. She brings with her an extensive background in Customer Service.
Lisa enjoys being a part of a team that works with clients to achieve their financial goals and dreams. Her detailed oriented approach to client service is something we are looking forward to sharing with our clients here at Specialty Wealth & Financial. Lisa enjoys crafting, reading and spending time with her family.Phone: 905-987-3866 x 106
Email: Lisa Loder