Lisa Beilman

Lisa Beilman

Associate Portfolio Manager

FCSI®

CFP®

CIM®

Working together to help you achieve what truly matters to you

Contact me

Phone

Office

(204) 220-2484

Office Location

360 Main Street Suite 1709 Winnipeg, MB R3C 3Z3. map

I subscribe to the principle of total wealth management and look at the lives and values of my clients comprehensively. Attentive, accessible, and easy to talk to - my approach to our relationship and your wealth management builds understanding, provides clarity, cements trust, improves accuracy, and aims to get results.

Private wealth investment management is a premium level of wealth management designed to free you from the day-to-day details of managing your wealth. It is an advisor-managed account where you delegate responsibility for day-to-day investment decisions to an accredited portfolio manager.

I am particularly experienced at helping physicians and their families navigate, grow, and preserve their wealth, however I have demonstrated expertise guiding people from all kinds of backgrounds through life's complications and challenges. Be it starting or transitioning a business, life changes such as expanding your family or going through divorce, or milestones such as downsizing or retirement. My commitment is to provide clarity during complexity and smooth sailing during turbulence, A steady hand on the steering wheel keeping your plan on track while you focus on other important aspects of life.

Please reach out today - it would be my pleasure and privilege to be with you on the path ahead.

Certificates

FCSI®

CFP®

CIM®

Education

B.Econ, University of Manitoba

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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What We Do

What to expect when working with us

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Our Clients

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Healthcare Practitioners

As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.

Executing tax-efficient plans

It's never too early nor too late to start thinking about tax efficiency.

To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to speak.

Planning for every life stage

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

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