Meet the Team Behind Your Financial Success.

Elie Nafekh and Lisa Lishman, Managing Partners of GRFS

Intro to the Managing Partners of Grand River Financial Solutions

At the helm of Grand River Financial Solutions are two seasoned professionals, Elie Nafekh and Lisa Lishman, whose combined expertise and commitment to client success have made them trusted leaders in the financial industry.

Elie Nafekh, a dedicated financial security advisor, is driven by a mission to prioritize the well-being and prosperity of his clients above all else. With a deep belief in the importance of meaningful relationships, Elie ensures that every client receives attentive care and personalized guidance. His comprehensive approach includes estate planning, personalized financial strategies, and tax reduction techniques, all designed to provide security and peace of mind. Elie’s meticulous attention to detail and commitment to excellence empower his clients to confidently navigate their financial journeys, both now and in the future.

Lisa Lishman, a Certified Financial Planner with over 20 years of experience in the Waterloo Region, brings a wealth of knowledge in asset management, investment advice, and insurance solutions. Her philosophy, "planning well to live well," reflects her dedication to understanding each client's unique circumstances and providing tailored financial strategies. Lisa's proactive communication and accountability have earned her a loyal client base, ranging from business owners to retirees. Beyond her professional achievements, Lisa is an active community member, deeply involved in initiatives that transform lives and create positive change.

Together, Elie and Lisa lead Grand River Financial Solutions with a shared vision: to provide expert financial guidance and support that helps clients achieve their goals and secure a prosperous future.

Your Trusted Partners in Financial Success

  • Anita Stephens

    Meet Anita Stephens Ext#103

    Anita brings a wealth of experience and versatility to her role as a financial advisor at Grand River Financial Solutions. With a career spanning over three decades, she has continually demonstrated her adaptability and expertise in various fields.

    Anita embarked on her professional journey in the travel industry, where she honed her skills as a business owner and manager of two successful travel agencies for 27 years. However, the onset of the Covid-19 pandemic prompted a pivotal career transition, leading her to explore new horizons in financial advising.

    Since 2021, Anita has embraced her role as a financial advisor with enthusiasm and dedication. At Grand River Financial Solutions, she serves as a valuable resource, utilizing her extensive background to assist clients in crafting comprehensive financial plans and portfolio models tailored to their unique needs and aspirations.

    Beyond her professional endeavors, Anita finds fulfillment in a diverse range of hobbies and interests. She delights in the culinary arts, finding joy in cooking and baking delectable creations. When she's not in the kitchen, she can be found on the golf course, enjoying the tranquility and challenge it offers. Anita's passion for travel remains undiminished, as she continues to explore new destinations and cultures whenever time permits.

    Anita's warm and approachable demeanor makes her a beloved colleague and a pleasure to work with. Her genuine care and dedication to client success are evident in every interaction, earning her the trust and admiration of both colleagues and clients alike.

  • Jessica Gee

    Meet Jessica Gee Ext#100

    Jessica Gee is a seasoned professional in the financial services sector, boasting rich experience since 2018. Her expertise spans office management and client relations, where her friendly demeanor shines through. Jessica finds genuine fulfillment in her work, especially when it involves assisting clients and addressing their needs. Beyond the confines of the office, Jessica cherishes her time with her daughter, engaging in outdoor adventures like camping, unwinding with board games, and savoring the melodies of country music. With a legal admin certificate under her belt, Jessica is poised to continue making meaningful contributions in her field while nurturing her passions outside of work.

  • Diana Nickel

    Meet Diana Nickel

    Diana is a seasoned professional with over 40 years of experience as a bookkeeper, making her a cornerstone of expertise at our organization. Her proficiency extends across various accounting platforms, including QuickBooks, Sage, and Simpli, showcasing her adaptability and mastery in financial management tools.

    Diana's contributions to the development team of Budget Rent a Car software underscore her innovative approach and deep understanding of industry-specific needs. Her insights have been instrumental in refining software functionalities and enhancing user experience.

    In addition to her technical prowess, Diana excels in transitioning clients from manual bookkeeping methods to digital solutions, demonstrating her commitment to streamlining processes and maximizing efficiency. Her expertise shines particularly during year-end preparations and collaboration with accountants, ensuring seamless transitions and accurate financial reporting.

    Beyond her professional endeavors, Diana is an active member of her community, dedicating her time and energy to volunteer initiatives. Her altruistic spirit reflects her genuine desire to make a positive impact and contribute to the well-being of others.

    Outside of work and community involvement, Diana embraces an active lifestyle filled with diverse interests. She finds solace and enjoyment on the golf course, engages in spirited card games, and thrives on the challenge of escape rooms. Her passion for exploration takes her hiking to discover hidden waterfalls, immersing herself in the wonders of nature.

    Diana's vibrant personality and infectious sense of humor make her a joy to be around, fostering camaraderie and a positive work environment. Her warmth and friendliness create lasting connections with colleagues and clients alike, enriching every interaction with authenticity and goodwill.

    With her wealth of experience, dedication to excellence, and boundless enthusiasm, Diana continues to be an invaluable asset to our organization, embodying the values of professionalism, integrity, and community engagement.

  • Michelle Gammage

    Meet Michelle Gammage

    I joined London Life in 2007 after several years of professional customer service experience. I am delighted that I joined Grand River Financial Solutions in April 2013 to serve as an Executive Assistant for the team.

  • Tony Bekavac

    Meet Tony Bekavac Ext#104

    Many find mortgage financing confusing, but it doesn't have to be that way. My knowledge and experience, combined with friendly and attentive service, will give you the information and education you need to make an informed decision.

    When it comes to mortgages, choice is everything! With my access to over 50 lenders like major banks, national, regional, and private lenders, you can be sure you are getting the best rate and mortgage for your situation.

    You have come to the right place for your purchase, refinance or renewal. I have many specialties including self-employed mortgages, new to Canada, property investing, vacation homes, renovations, retirement cash flow, and credit repair.

    I'll be with you every step of the way, even after your mortgage closes, providing tips and strategies to help you build long-term wealth. That's why my business is built primarily from client referrals. I look forward to earning your trust, and delivering a comfortable and successful mortgage experience.

  • Tyler Raymore

    Meet Tyler Raymore Ext#105

    Tyler Raymore embodies a unique blend of social charisma, financial acumen, and an unwavering commitment to community welfare. Tyler's upbringing instilled in him the values of being social, friendly, and approachable.

    From the outset, Tyler has been an open book, sharing his life story with candor and genuine warmth. His authenticity makes people feel at ease in his presence, fostering connections built on trust and sincerity. This openness extends beyond personal anecdotes to his professional life, where Tyler holds a certified financial planning accreditation (CFP).

    Tyler's journey into the world of finance began at the young age of sixteen, showcasing a precocious talent for managing his own finances. This early start laid the foundation for his future expertise, and over the years, Tyler has confidently navigated the complexities of financial planning, overcoming challenges with resilience and a positive mindset.