Lisa Becker, CFP®, FMA

Financial Advisor Assistant

Lisa works closely with Lee and the firm’s clients to develop and maintain their financial plans. She also consults with the clients’ other financial professionals to ensure the seamless integration of all their financial affairs into the plan that SYG CAPITAL has developed for them. Lisa enjoys the challenges of planning for high net worth clients because of the complex financial and estate planning issues that are involved when a client achieves a certain level of wealth.

Lisa is a CERTIFIED FINANCIAL PLANNER professional and also holds the Financial Management Advisor designation. She and her husband have a son and live in Mississauga.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.