Lisa Boudreau

Lisa Boudreau Manager, Client Services

Lisa strives to curate an exclusive investor experience by providing exceptional support, administration, and operations. She leads the Skyline Client Services team of Associates, ensuring this high level of service is maintained during every interaction.

Joining Skyline in 2015 as an Administrator, Lisa advanced through several wealth management roles before becoming Manager, Client Services. Today, she leverages over 15 years of experience in the financial industry to provide integral oversight and support to Skyline’s Associates, facilitating the smooth day-to-day operations of the business. She plays a key role in campaign analysis, investor documentation, and process improvements, and acts as liaison with other key departments in Skyline, including Marketing and Finance, ensuring strong organization-wide communication.

A proud member of the Women United Committee with the United Way Guelph Wellington Dufferin, Lisa supports initiatives that empower women and strengthen the local community. She is also a strong advocate for financial literacy, firmly believing that everyone should feel confident and informed when it comes to personal finance.