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[email protected]

519-741-8478 ext. 5






Lisa Stuart


Administrative Assistant

Frost Wealth Management
iA Private Wealth



About Lisa


Lisa has many years of experience in the financial services industry, with a strong focus on customer service
and is a great asset to our team.


Lisa is responsible for money movement, recurring payments, account opening and inquiries, document prep,
maintaining current KYC (Know Your Client) standards and head office liaison.


You will find Lisa at our front desk and be greeted with a friendly smile.



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