Profile
As a strategic advisor in the financial services segment, Lisa brings expertise in business transformations, digital product solutions, customer segmentation & insights, fintech partnerships, and mergers and integrations. Lisa is a versatile and future-focused leader. She has a talent for uncovering critical insights, crafting practical game plans, and accelerating business growth and success. Her sweet spot is enabling business leaders and technical experts by helping them define, design and deliver their strategic roadmap. Lisa offers clients a unique combination of strategic thinking and efficient execution.
Professional Background
Lisa’s 20-year career spans financial services from banks to fintechs and across lines of business, including retail banking, digital wealth, business banking, and payments. Past clients include TD Bank US, Laurentian Bank, NTT-BPO, and multiple small businesses and startups. Prior to consulting, Lisa worked in-house at Scotiabank, where she led digital, product, and analytics teams in direct investing and wealth. In addition, she supported enterprise-wide strategy functions, facilitated a global organization model redesign in business banking & payments, and led business innovation research in the Executive PMO.
Education
Lisa has an MBA from Dalhousie University and a BA, Journalism from Toronto Metropolitan University. She has professional designations in Change Management (Prosci), Product Management (Pragmatic Institute), Agile for Product Managers, and AI Business Strategy and Application (Next AI Canada).
Furthermore
Lisa is a dedicated business advisor and startup mentor to young entrepreneurs with Futurpreneur Canada. She is also a 15-year member of the Board of Directors at CultureLink, a non-profit newcomer settlement organization.