Lisa Whittleton, Financial Security Advisor and Investment Representative

at 1223 Michael Street Suite 300, Ottawa, K1J 7T2 Canada

Strategic financial security planning within the context of risk management.

Lisa Whittleton, Financial Security Advisor and Investment Representative
1223 Michael Street Suite 300
Ottawa , ON K1J 7T2
Contact Phone
P: 613-322-2708


I offer my services in English, French and Japanese. Daytime and evening appointments available. ________________________________________________ My promise to you Recognizing that everyone’s economic and life situation is unique, I am dedicated to providing personalized service to all clients. Whether your current goal involves buying your first home, financing your child’s education or planning for retirement, I want to help you make the best decisions for your money. Working together, we will review your financial big picture, evaluate your needs and your risk tolerance, and create a customized financial security plan to meet your financial goals. Through comprehensive analysis, in-depth market research and the support of a team of highly qualified specialists, I can help you make sense of your options. Once your personal financial security plan is in place, we will regularly review it to measure achievements against your stated goals, and ensure that you are moving forward according to the plan. ~** Financial security planning is not an event, but a journey **~

Opening time

  • Mondays: 08:00- 22:00
  • Tuesdays: 08:00- 22:00
  • Wednesdays: 08:00- 22:00
  • Thursdays: 08:00- 22:00
  • Fridays: 08:00- 22:00

Company Rating

1 Facebook users were in Lisa Whittleton, Financial Security Advisor and Investment Representative. It's a 19 position in Popularity Rating for companies in Bank/financial services category in Ottawa, Ontario

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We're offering some pretty aggressive mortgage rates! If you are within a few years of renewing and/or want to consolidate some debt, now would be the time to do it! 3 year fixed 2.49%; 4 year fixed 2.66%; 5 year fixed 2.84% If you are curious about whether or not it would be worth refinancing, let me know and I can run the numbers for you with no obligation.