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Meristem Financial Services Inc.
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Phone: (289) 320-9430
Email: katie.miller@sunlife.com
Address: 371 Ridge Road North,, Ridgeway, ON, L0S 1N0 Canada
Donna Lisoweski
With over 15 years of experience in the financial services industry, Donna brings deep professionalism and insight to her role as financial planner at Meristem Financial Services Inc.
As a Certified Financial Planner (CFP®), Donna is dedicated to helping Clients build personalized strategies that align with their goals and values. Her analytical mindset and attention to detail ensure that every plan is both comprehensive and practical.
Passionate about empowering clients through education and clarity, she plays a key role in delivering the Meristem Financial Services Inc growth through effective stragegy mindset.
Job title: Financial Planner, Sun Life, BBA, CFP®
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