Lisanne leads an executive compensation and financial planning practice at UBS. Her team provides comprehensive advisory and risk management services to executives, board directors, professionals and business owners. She and her partners have extensive experience delivering comprehensive financial, estate planning and asset protection services. Additionally, the team advises on Defined Contribution Plan design and Corporate Stock Plan solutions.

As a women-led financial planning practice, her team also offers practical advice and solutions to high net worth women and counsels families going through the divorce process and post-divorce. 

Lisanne has more than 25 years of international executive management and advisory experience. Prior to joining UBS in 2002, she was an executive with CIBC, a leading North American financial institution where she held leadership roles in corporate finance, risk management, corporate relationship management and private wealth management. Lisanne earned her law degree from York University, her MBA from the University of Toronto, is an Accredited Wealth Management Advisor® and a Certified Divorce Financial Analyst®.    She is involved in a number of professional and non-profit organizations including Girl Scouts of North East Texas, The Center for Vital Longevity at The University of Texas at Dallas, The Institute for Excellence in Corporate Governance, Executive Connection, Collaborative Divorce Texas and the Institute for Divorce Financial Analysts.

Capabilities to impact your Life and Wealth

• Executive compensation, financial planning and risk management services for executives, board directors and business owners
• Wealth transfer and liquidity event strategies, including inheritance, business succession planning and strategic financing solutions for private business entities
• Corporate Financial Planning, Defined Contribution Plan design and Corporate Stock Plan Solutions
• Life transition planning for marriage, divorce or loss of a loved one

• Accredited Wealth Management Advisor (AWMA®)
• Certified Divorce Financial Analyst (CDFA®)
• M.B.A, University of Toronto, Toronto, Canada
• Bachelor of Laws (LL.B), York University, Toronto, Canada
• Fellow, Institute of Canadian Bankers (FICB)

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative
• Life, Health and Long-term Care Insurance Licenses
• Series 31, Managed Futures

• Girl Scouts of North East Texas
• Center for Vital Longevity; University of Texas at Dallas
• The Institute for Excellence in Corporate Governance
• Collaborative Divorce Texas
• Institute for Divorce Financial Analysts

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