Lisa Dos Santos joined Family Wealth Concepts in May, 2010 as an Administrative Assistant and is responsible for the day-to-day operations of running the Mississauga office. Lisa has over 12 years
of experience in the wealth management industry, including working as an Administrative Assistant at Levesque Securities and as a Branch Administrator and a Branch Manager Assistant at Dominion Securities. At Midland Doherty, she was an Assistant to 16 Investment Advisors.
Lisa is responsible for the administrative duties at Family Wealth Concepts, but is also actively involved in organizing client events, scheduling meetings, maintaining client communications and files and providing support services.