Lisa McKenney, Financial Advisor at RBC Wealth Management

Lisa McKenney, Financial Advisor at RBC Wealth Management

Share

Empowering multiple generations of family to optimize their wealth. I Communicate. I Collaborate. I Care!

06/17/2026

Did you know 3 in 4 homeowners would rather be at home than anywhere else? If you’ve already fallen in love with your home, the question is what your next chapter looks like.

I can help you plan for whatever comes next, whether that means upgrading your space or adding a vacation home for your favorite memories to be made.

π‘πžπšππ² 𝐭𝐨 𝐞𝐱𝐩π₯𝐨𝐫𝐞 π°π‘πšπ­β€™π¬ 𝐧𝐞𝐱𝐭? Let’s connect

06/08/2026

Wishing RBC ambassador Shane Lowry the best of luck at the Canadian Open, June 10–14. Shane shares what it truly means to wear the shield and why staying humble and hardworking has defined his career. That kind of commitment resonates with how we show up for our clients every single day. Rooting for you, Shane!

06/07/2026

Today we celebrate strength, courage and the incredible resilience of cancer survivors.

Ringing the bell is more than a tradition. It's a declaration of hope, a symbol of victory and a testament to the power of perseverance.

To every survivor, your journey inspires and reminds us of what true strength looks like. We honor you.

06/04/2026

As your career and investments have evolved, your accounts may have changed too. Consolidating with RBC Wealth Management gives you one clear view and one trusted advisor to help you stay in control of your financial future. Let’s talk.

06/03/2026

Did you know the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving.

At RBC Wealth Management, I help new grads start strong, from building a budget to planning ahead. Because the earlier you lay a solid financial foundation, the more possibilities your future can hold.

π‘πžπšππ² 𝐭𝐨 𝐠𝐒𝐯𝐞 𝐭𝐑𝐞 𝐠𝐒𝐟𝐭 𝐭𝐑𝐚𝐭 𝐫𝐞𝐚π₯π₯𝐲 𝐦𝐚𝐭𝐭𝐞𝐫𝐬? Let’s talk.

06/03/2026

Your hard work and determination have brought you here. Congratulations on your graduation!

This milestone represents more than a diploma or a degree. It's proof of your commitment, resilience and willingness to invest in yourself.

As you step into the next chapter, remember that the skills and confidence you've built will carry you forward.
Here's to new beginnings and all the possibilities ahead.

06/02/2026

Your retirement plan has a lot of moving parts. Social Security. Savings. Investments.

But is something missing?

An annuity may be the missing piece that completes your retirement picture, providing steady, reliable income that works seamlessly alongside everything else you've built.

Ready to see how it fits into your plan?

06/02/2026

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

05/25/2026

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.

On Memorial Day, we honor their memory and the families who continue to feel their absence. Their legacy lives on in the lives we're able to lead and the values we hold dear.

Today we remember, we honor and we say thank you.

05/10/2026

The lessons our mothers teach us shape everything we become. How to dream bigger. How to work harder. How to show up for the people we love.
Today we honor the women who believed in us before we believed in ourselves and who continue to inspire us every single day.
Happy Mother's Day to all the moms out there. You’re incredible!

Want your business to be the top-listed Finance Company in Syracuse?
Click here to claim your Sponsored Listing.

Telephone

Address


5786 Widewaters Parkway, Suite 2
Syracuse, NY
13214