Lisa Beilman
Associate Portfolio Manager, Td Wealth Private Investment Counsel @TD
Winnipeg, MB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2023 — Present
Associate Portfolio Manager, Td Wealth Private Investment Counsel @TD
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Winnipeg, MB, CA
EDUCATION
2011 — 2011
Canadian Securities Institute
WME, CSC, CPH
2011 — 2013
Red River College
Financial Planning Diploma, Honours
2016 — 2016
Canadian Institute of Financial Planning (CIFP)
Registered Retirement Consultant® (RRC®) designation
N/A
University of Manitoba
Bachelor of Arts - BA
N/A
Canadian Securities Institute
Chartered Investment Manager (CIM) designation
2016
FP Canada
CFP® Certified Financial Planner® designation
2015 — 2015
Canadian Institute of Financial Planning (CIFP)
Registered Financial and Retirement Advisor® (RFRA®) designation
2023
Canadian Securities Institute
Fellow of CSI (FCSI)
2016 — 2016
Université de Saint-Boniface
French Language
2011 — 2015
Canadian Institute of Financial Planning (CIFP)
Financial Planning Diploma
N/A
Insurance Council of Manitoba
Life Licence
SKILLS
Certified Financial PlannerRetirement PlanningMicrosoft ExcelPowerpointConsumer LendingBondsStrategic Financial PlanningLines of CreditStrategic PlanningInvestment StrategiesPersonal FinanceWealth ManagementMarketingInvestmentsTrainingAsset AllocationTeamworkBankingMutual FundsSavingsRisk ManagementFinancial GoalsAnalysisFinancial AdvisoryFinancial ServicesBudgetsLife InsuranceFinanceInvestment ManagementCoachingLeadershipTeam BuildingInsurancePortfolio ManagementCustomer ServiceLoansFinancial PlanningMortgage LendingResidential MortgagesTime Management
ABOUT LISA BEILMAN
I am a Certified Financial Planner with over a decade of experience and expertise, driven…
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