Down to Earth Financial Management


	Lise Allin

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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
What Will Happen Next...What Process does Lise Allin Use? To determine whether or not you would like Lise Allin to be your financial advisor, you would need to invest time in approximately three meetings. (There is no charge for these meetings.)

All meetings are confidential. You may bring your spouse, partner, accountant or other advisor or child or parent to any of your meetings.

The first meeting will be about gathering data and setting goals. The second meeting will review your goals, current net worth, assets and liabilities, and recommendations for reaching your goals. By the third meeting, you will have enough information to decide on priorities, and what financial instruments should be implemented.

Following implementation, regular reviews are an integral part to keep your planning up to date.