Lisa Plater - Retirement and Financial Planner
Lisa Plater is a Retirement Income Specialist and Financial Planner with Cowan Financial Solutions. She has been working in the insurance and financial industry since 1997, and with Cowan since 2002.
Lisa has her Mutual Fund License, her Life Insurance License, the Certified Financial Planner (CFP®) certification and the Chartered Life Underwriter of Canada designation (CLU).
Since 2003, she has volunteered with the Guelph-Wellington Women in Crisis. She is also currently serving her third term on the Executive Committee as treasurer.
Financial Planning For Your Life
How do I achieve my goals without being sidelined by the challenges life brings? It's a question we all struggle with.
Lisa will work with you to help you achieve financial confidence and meet your life goals with our unique and sophisticated STEPs program. She understands the hazards and pitfalls to avoid, so you can arrive at your financial destination safe and sound.
Contact Lisa* to find out more about how she can help.
Phone: 519-651-6660 ext. 61213
Toll Free: 1-877-899-2194
We care about what you care about.