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Lise Andreana

Lise Andreana

Financial Planner

Followers of Lise Andreana350 followers
location of Lise AndreanaNiagara-on-the-Lake, Ontario, Canada

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  • Timeline

  • About me

    Chairperson at The Niagara Pumphouse Arts Centre

  • Education

    • Sheridan College

      1968 - 1970

  • Experience

    • London Life

      Mar 1993 - Jul 2000
      Financial Planner

      Financial Advisor including development of retirement plans, estate plans & funding strategies for business owners

    • Wealth & Estate Planing Group Freedom 55

      Aug 1998 - Jul 2004
      Cerified Financial Planner

      Helping people to make wise life style and financial decisions leading to wealth accumulation and protection using a 6 step process endorsed by the CFP

    • Continuum II

      Jul 2000 - Dec 2015
      Senior Wealth Strategist

      Helped clients who are planning to retire or have already retired to reach their long term financial goals, with a clear and simple recommendations that provide peace of mind

    • The Niagara Pumphouse Arts Centre

      Nov 2016 - now
      Chairperson

  • Licenses & Certifications

    • Certified Professional Consultant on Aging

      May 2012

    • Certified Financial Planner

      FPSC
      Apr 1999