Lisa Wilcox Email
Head, North America and Caribbean @ TMF Group
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Lisa Wilcox Location
- Toronto, ON, CA
Lisa Wilcox Work
- Head, North America and Caribbean @ (October 2024 - Present)
- Regional Head, North America and Executive Committee Member @ (July 2023 - October 2024)
- Market Head, North America @ (May 2022 - July 2023)
- Global Head of Entity Management @ (April 2021 - December 2022)
- Country Leader, Canada @ (January 2020 - April 2021)
- Senior Director Client Services @ (January 2018 - December 2019)
- Regional Director Scotiatrust, Western Region @ Scotia Wealth Management (January 2015 - January 2017)
- Director, Estate and Trust Services @ (January 2014 - January 2015)
- Regional Director and Director, Fiduciary Services @ (January 2010 - January 2014)
- Director, Wealth Structuring @ Scotia Private Client Group (International), Scotiabank (January 2008 - January 2010)
- Senior Will and Estate Planner @ (January 2003 - January 2008)
Lisa Wilcox Education
- York University - Osgoode Hall Law School
LL.B. (Law)
1994-1997 - The University of British Columbia
B.A. (International Relations)
1988-1993 - Society of Trust & Estate Practitioners
TEP
Lisa Wilcox Skills
- Estate Planning
- Trusts
- Wealth Management
- High Net Worth Individuals
- Wealth
- Trust Services
- Wills
- Retirement Planning
- Strategic Financial Planning
- Estate Law
- Investments
- Wealth Management Services
- Mutual Funds
- Securities
- Financial Services
- Investment Strategies
- Financial Planners
- Investment Advisory
- Retirement
- Banking
- Tax
- Capital Markets
- Asset Management
- Personal Financial Planning
- Private Equity
- Private Banking
- Portfolio Management
- Financial Planning
- Risk Management
- Alternative Investments
- ETFs
- Fixed Income
- Financial Advisory
- Equities
- Strategy
- Intergenerational Wealth Transfer
- Team Building
- Mergers and Acquisitions
- Leadership
- Due Diligence
- Sales
- Client Development
- Profit
- Legal
- Discretion
- Estate and Trust Management
- Strategic Partnerships
- Operations Management
- Sales Management
- Operational Risk Management
Lisa Wilcox Summary
- Lisa Wilcox, based in Toronto, ON, CA, is currently a Head, North America and Caribbean at TMF Group. Lisa Wilcox brings experience from previous roles at TMF Group. Lisa Wilcox holds a 1994 - 1997 LL.B. in Law @ York University - Osgoode Hall Law School. With a robust skill set that includes Estate Planning, Trusts, Wealth Management, High Net Worth Individuals, Wealth and more. Lisa Wilcox has 1 emails on RocketReach.
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