At Lise Allin Insurance and Estate Planning Services, we believe that people should be supported in making sound financial decisions that will facilitate their goals for themselves and their loved ones through every stage of life. We recognize that money is an essential tool that, when well organised, helps people to live their best lives. We also believe in empowering our clients through financial education and planning opportunities. We are down-to-earth, passionate about the work we do, and we pride ourselves on excellent client service.

We thrive on supporting our clients. We are:

1. Excellent. Our experience and talent drives our work.
2. Knowledgeable. We bring a wealth of knowledge about what works. If you have a problem, we are confident that we can find options for you.
3. Meticulous. We continuously review both client portfolio risk/return tolerances as well as check with clients to review each section of their plan in detail.
4. Dedicated. We care deeply about our clients and we will go above and beyond to help and meet client needs and answer their concerns.
5. Passionate. We love what we do, and it shows in our work.
6. Non-judgemental. We are not expecting our clients to be financial experts, but we know that they are experts in what works for their lives. We want to help clients achieve their goals in ways that work for them.
7. Respectful. We know that each client brings a history of work and life experiences; any priority that our clients have will be included in their financial plans.

We want to work with engaged clients who feel that we can be useful to them. Our clients usually have four important traits:

• They care about their goals, families, and responsibilities.
• They have economic resources.
• They show up on time and do suggested homework.
• They treat their family members and our staff with respect.

We also celebrate diversity of all kinds as well as traditional family structures. We support clients of all sexual orientation. Our office is an LGBT2SQIA+ (Lesbian, Gay, Bisexual, Transgender, Two-Spirit, Queer or Questioning, Intersex and Asexual) positive space. Our staff is diverse in experience, and broad and inclusive in outlook.