Mona-Lisa is a bilingual financial planning specialist, providing personal, corporate and estate planning services to high-net-worth individuals and their owner managed entities. Previously, she worked for a leading accounting firm. She accumulated over 20 years’ experience in various sectors.

As Chartered Professional Accountant (CPA, CA) and proud graduate of Université de Moncton with a Bachelor’s degree in Business Administration (Major in Accounting), Mona-Lisa has a strong background in finance. She has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course, holds the Financial Planner designation from the Quebec Institute of Financial Planners (IQPF) and the Certified Financial Planner® designation from the Financial Planning Standards Council (FPSC).

When she's not crunching numbers, you can find her enjoying quality time with her family.