Client Services

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.

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.

Our team feels like family to me and that is the feeling I want to extend to you. I look forward to meeting you and providing what you need in a timely and efficient manner. Creating lasting relationships is the key to providing our clients with an experience that IG can bring.

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.