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Phone: (613) 968-6751 Fax: (613) 968-2845 Toll Free: (800) 555-5898
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Lise M. Allin, B.Sc., M.P.A., CLU, Ch.F.C., CFP President
Lise Allin, President of Partners in Planning (Belleville), (operated by Lise Allin Insurance Agencies Inc.), has been assisting her clients in Ontario, British Columbia, P.E.I., and Nova Scotia build and preserve wealth for many years. Education· Bachelor of Science (Honours Biology) Queens University, 1977 · Masters, Public Administration, Queens University, 1978 · Chartered Life Underwriter, (Life Insurance Needs) 1987 · Chartered Financial Consultant, (Estate Planning) 1989 · Certified Financial Planner, (Industry Determined Excellence in Financial Planning) Career· 8 years in sales and management with Canada Life (1978-86) · Over 16 years in financial planning as President of Money Concepts Belleville (1986—2005) · Over 15 years as Regional Trainer of Financial Planners for the Upper Canada Region (7 offices) for Money Concepts · Consults as needed on over 1500 clients at Partners in Planning (Belleville) · Works with over 50 high net worth clients in her practise (over $500,000 fund assets) Industry and Community Works· Past President of Business and Professional Women’s Club – 1982-86 · Founding Director of SACC, (Crises Centre for Women) Kingston, 1974-81 · National Director of Advocis (formerly CAIFA, LUAC) 1984-86 · Founding Director of Three Oaks Foundation (Shelter for Women & Children) Belleville, 1986-90 · Founding Director of MEA (Men Ending Abuse) Counsellors, Belleville 1991-94 · Governor, Board of Governors Kingston General Hospital 1990 – Present
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