Lisa Milan

Lisa Milan

Office Manager

Lisa began her business career assisting management of a private medical service office. In August 2003 she had the opportunity to move to a career in the financial services industry and work alongside James Pelmore and Leanne Brothers. Originally hired as an Administrative Assistant, she took on increasing responsibilities leading to her current position as Office Manager.

Lisa takes great pride in ensuring efficient, accurate, friendly and trustworthy service for our clients. She loves working with clients, learning about their lives, their families and building long-lasting relationships with them. Her role is to ensure that we provide the best possible client service but her satisfaction is the appreciation she receives from our clients and sharing in their life experiences.

Away from work she enjoys time with family and friends. She recently purchased a recreational property at Green Lake with one of her brothers and is excited to have a place that friends and family can go and relax away from the city. She lives in Coquitlam with her yellow lab, Diesel, and enjoys cooking great meals, good wines, baking and spending quality time with her family.