Lisa Handfield

equipe

Senior Tax and Estate Planner, National Bank Trust

CGA, LL.B, LL.M, TEP

Spoken languages : English

Lisa Handfield, CGA, LL.B,LL.M, TEP

Senior Tax and Estate Planner

National Bank Trust

 

Lisa Handfield is a Senior Tax and Estate Planner who guides clients of National Bank Financial Wealth Management through their tax planning, estate plan review and the use of trust services.  As a lawyer, she provides detailed advice to assist client in clarifying their wishes and presents options for clients to consider when their will, power of attorney and personal directive are drafted.  As a well-respected member of the legal community, Lisa takes a leadership role with several professional organizations.  Lisa’s legal expertise focuses on trust law, tax law, and wills and estates.  The professional advice provided by Lisa brings a tremendous amount of value and peace of mind to the clients that she works with.