Services / Support Team
Lisa has worked in the financial investment industry for over 10 years in a variety of different roles. Prior to that, she worked for non-profit organizations as an Executive Assistant. She brings a wealth of knowledge regarding Financial Operations and Best Practices. You will often communicate with Lisa regarding scheduling or answering any of your general account questions. Lisa oversees the daily operations and project management at Clarity ensuring the client experience is positive and consistent while internal projects are met as our company continues to grow.
Lisa is a mother of 3 who enjoys indoor cycling, beaches, and bakeries. Her favorite ice-cream flavors are Maple Walnut and Berry Cheesecake.
Gabriel graduated from Mount Royal University in Calgary, Alberta, and joined our team in Vancouver, BC, in 2021. Gabriel started his career in the financial sector as Felicia’s assistant, handling many supporting tasks ranging from all things financial analysis to insurance quoting. He is currently working towards his LLQP certification and continues to grow in his field. He is excited to continue expanding his knowledge of financial planning and contributing to the growth of Clarity Planning.
Outside of Clarity Planning Inc. Gabriel is an active musician that plays regular shows around Vancouver. His favourite ice-cream flavors are Pistachio and Salted Caramel.
Ava has worked as an Executive Assistant for many years. Prior to joining the team, she was in the real estate industry. Ava takes care of all investment and insurance document processing and servicing requests at Clarity. Ava strives to ensure our client’s transactions and requests happen quickly and accurately. She also works to communicate with our carriers to resolve delays in processing and investigating new issues.
Ava enjoys cooking in her spare time. Her favorite ice-cream flavors are strawberry and bubble tea.