Lisa St. Martin

Client Service Representative

Lisa St. Martin

Lisa began her career in the financial services industry at Scotiabank in Gatineau in 2007. Looking to join the independent channel and broaden her experience she found the Craig & Taylor Associates Team.

As a Client Service Representative at Craig & Taylor, Lisa’s responsibilities cover all aspects of client communications, file preparation and administering our Total Client Experience processes and procedures.

Lisa has extensive knowledge of the technology and software programs utilized in our practice as well as exceptional organizational skills which keep the Financial Planners of the team focused on helping our clients. She is a fully bilingual member of our team and is a key asset to delivering the high level of service our clients have come to expect from us.

Lisa St. Martin
Client Service Representative
Craig & Taylor Associates

504-1525 Carling Ave.
Ottawa, Ontario
K1Z 8R9

p: (613) 725-3414
p: 1-800-265-8244
f:  (613) 725-9570

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