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Karen McIvor
Mark Moulson, CFP, CLU, TEP, RHU
Shane Verity, CPA, FMA

1700 - 201 Portage Avenue
Winnipeg, MB
R3B 3K6

Lisa Liu, B. Comm. (Hons)

Sales Assistant

Tel: (204) 949-8030

Fax (204) 949-8038


   Lisa came to Canada from China on her own in 2003 to pursue a university education. In 2009 Lisa started working with the Bank of Montreal as a part-time Customer Service Representative. 2011 was a big year when Lisa completed her Bachelor of Commerce Honors Degree through University of Manitoba, Asper School of Business and in the same year was promoted to the financial service manager position at the Bank of Montreal.
In 2011 Lisa joined The McIvor Group to manage all of our client’s administrative needs. During her 2 years with The McIvor Group, Lisa has passed her Canadian Securities exam and she is currently pursuing her Professional Financial Planning designation. Lisa is fully committed to provide exceptional customer service to all of our clients.
2013 has been a big year for Lisa and her family. In January Lisa and her husband Thomas welcomed their first child Emma and her parents immigrated to Canada from China to be with them. During her spare time, Lisa likes to spend time with her family or reading and expanding her knowledge in her chosen field of investments.