MEHROTRA GROUP PRIVATE WEALTH MANAGEMENT - Key Persons
Excitedly joining the IG Wealth Management team, I bring a wealth of diverse experiences, having transitioned from the dynamic world of IT to the realm of financial planning alongside my father, a seasoned CERTIFIED FINANCIAL PLANNER© professional. Beyond our professional collaboration, my dad and I share a special bond forged through our shared love for sports. Whether cheering on our favorite teams or engaging in friendly competitions, our connection extends beyond the world of finance.
Committed to infusing a personal touch into wealth management, I am dedicated to fostering relationships with our clients that go beyond the numbers. Together, my father and I are not just passionate about securing financial futures but also about creating a supportive and familial atmosphere at IG Wealth Management, where clients feel like they are part of our extended family.
Job Titles:
- Financial Planner
- Senior Financial Consultant / Read Bio
Hello, I'm Lisa Mehrotra, your trusted admin assistant.
I have the privilege of working alongside my husband, Arun, who is a dedicated financial planner. With a shared passion for financial stability and prosperity, we make the perfect team.
As an experienced admin assistant, I handle the essential behind-the-scenes tasks that keep our financial planning practice running smoothly. From managing appointments to ensuring client documents are in order, I'm here to provide impeccable support. Together, we're committed to helping you achieve your financial goals and secure your future.
Address
Mehrotra Group Private Wealth Management
302- 6103 Currents Drive NW
Edmonton, AB T6W 2Z4
Investors Group Financial Services Inc.
I was born and brought up in India (Punjab) and did my MBA there. I used to visit Canada to see my grandparents who lived here, and in 2014 I decided to relocate permanently to Canada. I lived in Vancouver for five years and worked as a manager for a retail company. Then my husband and I decided to move to beautiful Edmonton to start a new beginning.
I have been working with Mehrotra Group as Executive Assistant since I moved to Edmonton. I enjoy travelling and sunsets. I also love collecting fridge magnets from the places I visit.
I love helping clients with all of their questions and ensuring that we are being responsive in a timely manner.
Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories.
Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.
Job Titles:
- Wealth Specialist, Investors Group Securities Inc.
I was born and raised here in Edmonton, Alberta and come from a family of entrepreneurs; having been self-employed myself for many years. Planning for our future has been a constant goal for me and my family members. Although working in the financial world is a new adventure for me, I have been a client of IG for a long period of time giving me the background to experience what it is like to be valued.
I love to travel, despite the fact that I have not had the chance to cross a lot of places off my list. Each trip I bring back a keepsake of either a fridge magnet or a Christmas tree ornament! I have a love of creativity, so I indulge my creative side with many things such as painting and crafts.