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Expert perspectives on wealth, markets and legacy.

Advice, commentary and updates written by our advisers - grounded in the same thinking that shapes our client strategies.

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Insights

Expert perspectives on wealth, markets and legacy.

Advice, commentary and updates written by our advisers - grounded in the same thinking that shapes our client strategies.

Meet Your Team
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Lisa Kaplan

Associate Director

Lisa holds a Bachelor of Commerce degree with a major in Financial Accounting. She is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute. In addition, she holds the Certificate in Investment Performance Measurement (CIPM®) designation awarded by the CFA Institute. Prior to joining Sterling Private Wealth, Lisa began her career at Investec Private Bank and later served as a Financial Advisor at an independent wealth management firm, which was subsequently acquired by PSG Wealth. Lisa is committed to building trusted, long-term partnerships with her clients, delivering strategic financial guidance that fosters clarity, confidence, and enduring financial success. Lisa is driven by the opportunity to make a meaningful difference in her clients’ financial lives. Outside of her professional life, Lisa enjoys staying active, spending time outdoors, exploring her love of cooking, and spending quality time with family and friends.

‘What we think is what we become!’

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