Lisa Guo

Lisa is an Associate Investor Specialist at Steadyhand. She works with clients, providing advice on asset mix, portfolio construction and monitoring, and related issues. Lisa holds a Bachelor of Commerce degree in Finance from the University of Alberta and is a CFA Charterholder. She started her career in 2016 at RBC PH&N, where she supported a team that provided investment counsel to high-net-worth clients. Lisa moved to Vancouver in 2018 and joined Steadyhand that same year. She has a passion for simplifying money and helping Canadians, particularly newer investors, gain confidence through education and investing 101 guidance. Outside of work, Lisa enjoys racquet sports (badminton is a favourite) and creative hobbies such as art and crochet.