As a lifelong resident of Cobourg, I’ve had the privilege of raising my family in this community and maintaining strong connections throughout the town and surrounding region. My local roots are at the heart of the personalized service I provide.

At Atkinson Wealth, based in Cobourg, I offer a range of financial services tailored to meet the unique needs of each client. I specialize in segregated funds and custom-designed investment portfolios, with a focus on the tax and estate planning benefits these strategies can offer.

Over the years, I’ve seen that one of the greatest gaps in financial planning is the lack of clear direction during life’s key transitions. Whether you're:

• Suddenly single
• Downsizing and selling your family home
• Looking to invest your nest egg wisely
• Navigating life on your own

I provide compassionate guidance to help you make confident financial decisions. From creating sustainable income streams to building long-term cash flow strategies, my goal is to help you move forward with clarity and purpose.

Areas of Focus:

• Estate structuring and legacy planning
• Strategic use of insurance in your financial plan
• Understanding the benefits and purpose of segregated funds

I’m here to listen and to work with you to build a plan that reflects your values and goals.

I was attracted to financial services because I saw the opportunity to develop long-lasting relationships with clients, based on trust, which would allow me to grow professionally as they transitioned through their life stages.

I’m dedicated to educating clients and providing them with complete financial security plans to help them realize their long-term financial goals based on their personal needs and individual situation. I listen to them while they express their financial objectives and concerns.

I aim to differentiate myself with my experience and ability to:

• Provide effective investment solutions
• Personally deliver value-added service
• Commit to professionalism, ethics and education

I follow a proven financial security planning process which includes:

• Understanding clients' goals and current financial position
• Reviewing their sources of income and savings (including RRSPs)
• Developing a confidential, customized retirement investment plan
• Reviewing and monitoring financial security plans on an on-going basis

As an Insurance advisor, I can offer a wide range of products and services, including: retirement planning, estate planning, life insurance and investments. I serve clients (individuals, groups or institutions) in Cobourg, Port Hope, Pickering and Peterborough, as well as the surrounding communities in Ontario.

Since 2018, Lisa has served as a Marketing Associate at Canada Life, supporting financial security advisors and enhancing the client experience. Lisa has over 15 years working in customer service roles and uses her wealth of knowledge to guide our customers' experience.

In her spare time, Lisa loves playing soccer and walking her dogs with her family.