7068 36/37 Nottawa Side Rd. East, Collingwood, ON L9Y 3Z1View on Map »

About Us


As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Lisa Warll, EPC

Financial Advisor
Personal advice that you can trust.

Working alongside my father, Alfred Warll, was the greatest learning experience an advisor could ask for. With over 20 years of experience in the financial business, I kept our family working tradition in place by assisting our clients to achieve their financial goals. We pride ourselves on our personalized approach, creating long term bonds based on trust.

My spare time is spent enjoying my three children, on the water of Georgian Bay or on the slopes in Collingwood. As a Level IV ski pro, I utilize my developed leadership skills and teaching practices through ongoing financial educational seminars offered to my valued clientele.

I taught financial courses with the Halton Catholic School Board for 10 years and continue to offer educational seminars to help our clients learn and enhance their knowledge of the investment world.

I value a client’s trust above everything else and once a client makes a decision to create a partnership with me, I continually strive to maintain their trust.


Dealer

Mutual Funds Provided Through FundEX Investments Inc.