Team Leamington Branch

Lisa Dominguez brings a well-rounded perspective to her role at MBI Financial, shaped by her experience at TD Canada Trust and many years as a retail store owner. This diverse background allows Lisa to connect easily with clients and understand both personal and business-related financial priorities.

As a Certified Financial Planner® (CFP®), Lisa is passionate about helping clients select the right combination of investment and insurance solutions to protect their lifestyle today while building for the future. She is especially focused on helping families feel confident that they can make thoughtful financial decisions now—while also planning to pass wealth on to future generations.

Areas of Focus

• Comprehensive Financial Planning
• Investment & Mutual Fund Solutions
• Life Insurance Planning
• Wealth Accumulation & Protection
• Intergenerational Planning

Designations & Licenses

• Certified Financial Planner® (CFP®)
• Certificate in Financial Services Advice
• Investment Funds Representative, HUB Capital Inc.
• Licensed Life & Health Insurance Agent
• Affiliate Deposit Broker

Lisa’s goal is to help clients feel informed, supported, and confident—placing them in investment and insurance solutions that align with their goals, values, and stage of life.

Alex Schauer supports MBI Financial advisors and clients as a Licensed Assistant, assisting with investment processing, documentation, and administrative workflows that help keep the office operating efficiently.

Alex brings a professional, detail-oriented approach to every task and is committed to delivering a positive and seamless client experience. By working closely with advisors, Alex helps ensure client requests are handled accurately and with care, contributing to the high service standards MBI Financial is known for.