LISA BELL, CFP, EPC, RRC, CFDS Senior Financial Consultant, LISA BELL, Investors Group Financial Services Inc., Brockville, ON “Making Human Connections”
April 18, 2019 | SUZEN FROMSTEIN, My Business Magazine
Lisa Bell’s interest in a career in financial and retirement consulting was triggered by a life event. When the consumer electronics business where she was employed as a Finance Manager, announced it was closing, the overwhelmed employees turned to Lisa for advice about their pensions, severances, and benefits. Like most of her family, Lisa was an Investors Group (IG) client. She reached out to her financial advisor for some advice and guidance.