Lise Allin Insurance and Estate Planning Services has served our clients for over 35 years. Our life-licensed professional agents are able to broker life insurance, disability insurance, critical illness insurance and many types of corporate and family insurance products.
- Savings and Wealth Targets
- Budgeting
- Life Insurance Needs
- TFSAs, RRSPs, Structured Settlements
- Estate Planning
- Investment Analysis and Stablization
- Working with Families and/or Powers of Attorney
- RESPs and Funding for College and University
- Financial Literacy and Education
- Establishing Good Financial Habits
- Savings and Wealth Targets
- Budgeting
- Life Insurance Needs
- TFSAs, RRSPs, Structured Settlements
- Estate Planning
- Investment Analysis and Stablization
- Working with Families and/or Powers of Attorney
- RESPs and Funding for College and University
- Financial Literacy and Education
- Establishing Good Financial Habits
“Thank you for being a friend and support. Your advise is invaluable. You always answer all of our questions.”
– Jim and Jeanne
“Muriel and I want to thank you for guiding us over so many years. Lise, you made both of us so comfortable with all your meetings and we always came away with such an amazing feeling of confidence in our path in life. we are both so indebted to you in every part of our life not only as a business consultant but as the truest and best friend we have ever had. Thanks to you.”
– Bill and Muriel T. –
“Thank you for helping us with our financial planning, Lise and Lisa. Slow and steady moves with purpose and intention. We love this path and Lisa is so lovely too. You are both so awesome.”
Li and Mary