Lisa Boudreau National Team Lead, Private Capital
Lisa leads Skyline’s national retail sales team with a focus on consistency, service excellence, and long-term investor relationship building. She is known for setting a high standard of performance and delivering an exceptional client experience across the investor journey.
Since joining Skyline in 2015, Lisa has advanced through several wealth management roles, gaining a comprehensive understanding of the private alternative investment industry, as well as Skyline, its team, and its investors. She leverages over 15 years of experience in the financial industry to provide strategic oversight and direction to the sales team, empowering relationship managers to foster strong partnerships with investors to help them achieve their financial goals. Lisa plays a pivotal role in driving the gold standard for investor experience, ensuring a high level of service, expertise, and care are integrated into every interaction.
Lisa completed the Canadian Securities Course in 2018, and graduated from the Skyline Leadership Development Program in 2024. She is a proud member of the Women United Committee with the United Way Guelph Wellington Dufferin, supporting 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 managing their personal finances.