LISA SCHULZE

LISA SCHULZE

CFP, CLU, RRC, CFDS CFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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My financial planning practice is positioned to assist people with estate planning and wealth transfer needs. No one wants to think what might happen when they are no longer here. It’s also a complicated topic that covers investments, tax and real estate, not to mention hard-to-navigate family issues. Because of all that, many people make mistakes or forget important steps when developing their estate plan and that can lead to trouble for their heirs.

Team —

A Plan for Living

An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?

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206 - 300 Riverside Dr.
Penticton, BC V2A 9C9

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Investors Group

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