Lisa MacKay, PFP - Financial Planner, RBC Financial Planning

Lisa MacKay, PFP - Financial Planner, RBC Financial Planning As a financial planner, I enjoy hearing about what matters most to you, and helping you get there.

Financial planning is a dynamic process that takes into account your personal and financial needs to create a plan that's designed to achieve your goals.

As we wrap up another remarkable year, I want to take a moment to wish everyone a joyful holiday season.In my role at th...
12/08/2025

As we wrap up another remarkable year, I want to take a moment to wish everyone a joyful holiday season.

In my role at the RBC, Iโ€™m reminded daily that financial plans are ultimately about people ~ their goals, their futures, and the families they support. This time of year really brings that into focus.

At home, the holidays are especially meaningful. The house is full of excitement, traditions, and the magic that only Christmas can bring. Watching my children experience the season reminds me how important it is to slow down, be present, and create the memories that truly matter.

Thank you for your trust, collaboration, and partnership this year. Wishing you and your loved ones a Happy Holidays! ๐ŸŽ„

A reminder to apply for the $1,200 BCTESG for your little Goblins and Ghouls RESP that are age 6 to 9. ๐Ÿ‘ป
10/27/2025

A reminder to apply for the $1,200 BCTESG for your little Goblins and Ghouls RESP that are age 6 to 9. ๐Ÿ‘ป

A beautiful evening at the Empress in support of the Victoria Hospitals Foundation. โœจ๏ธ Facials and Philanthropy ~ in our...
10/16/2025

A beautiful evening at the Empress in support of the Victoria Hospitals Foundation. โœจ๏ธ Facials and Philanthropy ~ in our PJs. Philosophy MD & SkinCeuticals. ๐Ÿค

West Shore RCMP Gala Dinner in support of Cops for Cancer โ€“ Tour de Rock. ๐Ÿ’›๐Ÿšดโ€โ™‚๏ธ๐Ÿ‘ฎโ€โ™‚๏ธ
10/03/2025

West Shore RCMP Gala Dinner in support of Cops for Cancer โ€“ Tour de Rock. ๐Ÿ’›๐Ÿšดโ€โ™‚๏ธ๐Ÿ‘ฎโ€โ™‚๏ธ

08/15/2025
This week, I had the pleasure of hosting a table of clients at a special dinner event at the beautiful Hotel Grand Pacif...
08/15/2025

This week, I had the pleasure of hosting a table of clients at a special dinner event at the beautiful Hotel Grand Pacific in Victoria. The evening featured an insightful presentation by David Richardson, Managing Director & Head, Enterprise Strategy at RBC Global Asset Management.

David shared valuable perspectives on the evolving economic landscape, investment trends, and the long-term strategies shaping our approach at RBC. His ability to distill complex global themes into actionable insights truly resonated with our guests and sparked some great conversations around the table.

Itโ€™s always a privilege to connect with clients in such a meaningful setting and to be reminded of the depth of expertise we have within RBC.

Thank you to everyone who joined us and made the evening a success! ๐Ÿ’™

Last night, I had the privilege of attending the Miracle Gala in support of the Victoria Hospitals Foundation, hosted at...
05/25/2025

Last night, I had the privilege of attending the Miracle Gala in support of the Victoria Hospitals Foundation, hosted at the beautiful Dogwood Auditorium at Royal Roads University.

It was an inspiring evening filled with generosity, community spirit, and a shared commitment to advancing womenโ€™s health.

Iโ€™m proud to support such a meaningful cause and to stand alongside so many others who believe in improving access to gynecologic oncology care and outcomes for women in our communities.

Help support a cause that's close to my heart ๐Ÿค: Sunday June 8th Victoria, RBC - Race for the Kids - BC Children's Hospi...
03/06/2025

Help support a cause that's close to my heart ๐Ÿค: Sunday June 8th Victoria, RBC - Race for the Kids - BC Children's Hospital. I'll be running with my husband & children. Help us reach our fundraising goal: ๐Ÿƒโ€โ™€๏ธ๐Ÿค

I'm raising money for a cause close to my heart and would love your support.

Registered Retirement Savings Plans (RRSPs)February 29, 2024 is the deadline for contributing to an RRSP for the 2023 ta...
02/10/2024

Registered Retirement Savings Plans (RRSPs)
February 29, 2024 is the deadline for contributing to an RRSP for the 2023 tax year.

[email protected]
(250) 217-7428

๐Ÿ‘ฉ๐Ÿผโ€๐Ÿ’ผ
02/10/2024

๐Ÿ‘ฉ๐Ÿผโ€๐Ÿ’ผ

Address

700-2945 Jacklin Road
Victoria, BC
V9B5E3

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 5pm

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