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APPOINTMENTS WITH LISA

Already a client of Lisa's?
Click here and please include your name and a phone number (and alternate number) where Lisa can reach you to set up a mutually convenient time. If the matter is urgent, please let us know. along with any preferred date and time.


Would you like to become a client of Lisa's?
Click here and please include your name and a phone number (and alternate number) where Lisa can reach you to set up a mutually convenient time. If the matter is urgent, please let us know. along with any preferred date and time.


Already have an appointment booked with Lisa?
Click here to see a brief intro from Lisa where she outlines things to think about and prepare ahead of time. For a checklist of these items, click here



~ Email Lisa or call 519-268-0737 ~
The information contained herein is for Ontario residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which WorldSourceFinancial Management Inc. or its Advisors are not appropriately licensed or registered or where any product or service is not eligible for sale. Details are available on request.
Worldsource Financial Management Inc., sponsoring mutual fund dealer
Additional products and services provided through Lisa Marques Financial Services