Lise Allin, B.Sc., M.P.A., CLU, CDFA,

Chartered Financial Consultant

Certified Financial Planner, Investment Planning Counsel, Belleville 
President, Lise Allin Insurance Agencies Inc. 

Who is Lise Allin? 
Lise Allin is a Chartered Financial Consultant and is President of Lise Allin Insurance Agencies Inc. Lise has been assisting her clients build and preserve wealth for many years. While the main group of her clients is located in Ontario, Lise is also registered in BC, PEI and Nova Scotia. 

Education

  • BSc: Bachelor of Science (Honors Biology) Queens University, 1977
  • MPA: Masters, Public Administration, Queens University, 1998
  • CLU: Chartered Life Underwriter, (Life Insurance Needs) 1987
  • ChFC: Chartered Financial Consultant, (Estate Planning) 1989
  • CDFA: Certified Divorce Financial Analyst, 2007

Work History: 

  • Over 25 years of financial planning experience, including managing her own financial planning practice of 500 clients
  • Branch Manager of Belleville Office since 1986
  • Over 8 years in sales and management with Canada Life (1978-86)
  • Over 16 years in financial planning as President of Money Concepts Belleville (1986-2005)
  • Over 15 years as Regional Trainer of Financial Planners for the Upper Canada Region (7 offices) for Money Concepts (1987-2005)
  • Consults as needed on over 1500 clients at Investment Planning Counsel
  • Works with over 50 high net worth clients in her practice (over $500,000 fund assets)
  • Affiliated with Partners in Planning Financial Services Ltd, June 2005 - May 2011.
  • Affiliated with Investment Planning Counsel since June 2011.

Industry and Community Work:

  • Past President of Business and Professional Women’s Club – 1982-86
  • National Director of Advocis (formerly CAIFA, LUAC) 1984-86
  •  Founding Director of MEA (Men Ending Abuse) Counselors, Belleville 1991-94
  • Governor, Board of Governors Kingston General Hospital 1990 – Present
  • Founding Director of SACC, (Crises Centre for Women) Kingston, 1974-81
  • Founding Director of Three Oaks Foundation (Women’s Shelter) Belleville, 1986-90
  • Governor, Board of Governors Kingston General Hospital 1990 – Present
  • Founding Director of MEA (Men Ending Abuse) Counselors, Belleville 1991-94
  • Founding Member of Belleville General Hospital Foundation
  • Chair of The Allin Foundation – 1995-present – donates bursaries annually for continuing education.

Awards: 
Some of Lise’s many awards include: 

  • Nominated for Woman Entrepreneur for Canada (Royal Bank, 2006)
  • Businesswoman of the Year for Belleville (2003)
  • President of the Year for Canada (Money Concepts) (1997)
  • Chairman’s Club recipient for Top Producer at Money Concepts (15 years)
  • Presidents’ Club recipient for Top Producer at Money Concepts (15 years)
  • Saleswoman of the Year for Canada (1986) Money Concepts
  • Canada Life Presidents Club Award Winner (1980-1986)

Insurance products available through Lise Allin.