Born and raised in Lunenburg, Nova Scotia, Lisa Grimm has spent her entire life building strong connections within her community. With more than five years of experience in the financial services industry, she focuses on building trusted relationships and delivering a high level of service through clear communication, attention to detail, and a genuine commitment to her clients' success.
As an Investment Advisor Associate, she focuses on portfolio construction and rebalancing, client communication, and portfolio reviews. She enjoys working closely with clients to ensure their investment strategies remain aligned with their goals, while providing the responsive service and personal attention they deserve. Clients often appreciate her quick response times, down-to-earth approach, and warm, welcoming personality.
Prior to joining the financial services industry, she spent more than five years serving her community as a constituency assistant, supporting local elected officials and helping residents navigate a wide range of challenges. This experience strengthened her communication skills, empathy, and commitment to helping others, qualities that continue to shape her approach to client service today.
Outside of the office, she enjoys running, strength training, hiking, reading, playing hockey, and baking. She has coached her daughter's hockey teams for the past four seasons and currently serves on the Board of Directors for the Lunenburg Daycare Centre. She and her husband are proud parents to two children, Elliott and Dean, and enjoy raising their family in the community they proudly call home.
Tel: 416-777-7018
Lisa.Grimm@raymondjames.ca