Lisa Calleja

Lisa Calleja started her apprenticeship with Gilles R. Marceau & Associates Inc. in 2006 and obtained her Certified Financial Planner designation in 2009. She is responsible for the initial preparation of financial plans associated with the transition the client is undertaking.

Lisa prides herself in creating financial plans that allow clients to achieve personal and financial well-being by ensuring that there is an excellent understanding of the financial alternatives so that knowledgeable decision(s) can be made. Once this is accomplished, Lisa will work to ensure that there is delivery of competitive products and services as established within the personal life plan.

For further information, contact Lisa Calleja at lisa.calleja@pmcinc.ca.


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