Lisa C. Hall
Office Manager
I proudly joined the Tedesco team in late 2016 as the Office Manager responsible for coordinating all aspects of customer care. Ralph (Ted) and John Paul have the unique ability to make you feel like you are a part of their family and this spirit is what makes this a rewarding career choice.
For 20 years, I was an IT Specialist. After much consideration, I decided to make a change, one that would present new opportunities. Working with our clients to plan their financial future, protect their loved ones and help them reach their life goals has been extremely rewarding. Whether it is processing requests or responding to general account inquiries it is always my pleasure to work with our clients.
Outside of the office, I am a mother of a beautiful young woman currently attending Ottawa University and have enjoyed a relationship with my partner William for over 16 years. I enjoy being artistically creative, socialising with family & friends and spending time with nature. My big heart comes from my mother and my nutty sense of humour, which is always at play, comes from my father. I firmly believe Tedesco & Associates is as much a perfect fit for me as I know it is for our clients and can be for you.
John Paul Tedesco, B.A.
Representative
My clients often report that I am the first person working in the financial services industry that communicates in a language they can understand. The financial world can be complicated and sometimes overwhelming. I position myself as your one essential source for information and guidance when navigating your financial world.
When I am not meeting with clients, I focus on quality time with my family. I am also a proud supporter of Advoics, The Financial Advisors Association of Canada sitting as a board member of our local Bay of Quinte Chapter. On weekends you will find me taking video and photographs on my latest wilderness camping adventure.
It’s all about you. Tell me about your goals. Tell me about your dreams. In our monetary world almost everything we aspire to requires money. I will help you take your goals and dreams and turn them into a plan of action.
As a representative with Tedesco and Associates I will work with you on your individual and group risk management needs. I am an investment funds representative with FundEx focusing on investment products. Here are some highlights:
- Bachelor of Arts in Economics and Business – University of Waterloo 1991
- Life Insurance and Accident and Sickness Licensed in 1992
- Mutual Funds Licensed in 1993
- Co-Founder of Tedesco & Associates in 1998
- Canadian Group Insurance Benefits Course 1995 and 2009
- Member of Advocis – The Financial Advisors Association of Canada since 1992
Address
199 Front Street, Suite 120
Belleville, Ontario
K8N 5H5 CA/>/>