Julie-Anne Lizewski CFP®

Julie-Anne Lizewski CFP®

Position: Certified Financial Planner

Julie-Anne got her start in the financial industry in 1986 with what used to be a small credit union in downtown Toronto. As the credit union grew, she took on many different roles and responsibilities and landed in the Kincardine Branch in 1989.

In 1999 she moved to the independent investment and planning channel and began work as a Licensed Assistant to an Advisor in Goderich, earning her Certified Financial Planner designation in 2002 and eventually becoming an Advisor. In 2018, after many years of mentoring under other Advisors, she came to Lighthouse Money Management with the plan to become Judy Jenkin’s successor and became co-owner of Lighthouse Money Management in January 2020.

“One of the best parts of my job is building relationships with my clients and their families. When we finish a meeting and the clients breathe a sigh of relief because they can afford to retire, or buy that house or accomplish a goal, it’s an amazing feeling. It gives me great satisfaction helping clients realize their dreams.”

In her downtime, Julie-Anne enjoys getaways with her four-legged side-kick (& office dog/mascot) Georgia as well as golfing, reading and encaustic painting.

 

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