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Sharon Kubicek
Alisa Carli
Christine Duggan

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map

Alisa Carli

Portfolio Manager

Tel: (416) 359-7564

Fax (416) 359-7240

E-mail: alisa.carli@nbpcd.com

Alisa began her career with Nesbitt Thomson (the predecessor of BMO Nesbitt Burns) in 1990, and joined the Kubicek Carli Group in 1991. From her start as the team administrator, through to her current responsibilities as a licensed Investment Advisor dealing with clients in more sophisticated and complex financial matters, Alisa has always been committed to helping individuals and their families reach their financial goals.

In addition to her Bachelor of Commerce degree, Alisa also successfully completed the Chartered Financial Analyst charter, the most widely known and respected designation within the financial community. She is also a licensed Life Insurance Advisor with BMO Nesbitt Burns.

Alisa’s experience and credentials are ideally suited to her role as Portfolio Manager with the Kubicek Group, where she co-manages client portfolios within the discretionary Managed Portfolio Account program. Alisa is also the go-to person in the group for Retirement, Estate and Financial Planning using BMO Nesbitt Burns sophisticated planning software program, Naviplan.

A native Torontonian, in her spare time Alisa enjoys staying connected to her Italo heritage by actively participating in cultural community events. She enjoys travelling globally where she builds on her amateur gourmand and oenophile interests. When she’s not traveling and entertaining, you can find her on the courts at her tennis club.