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?

Events —

Penticton Wellness Fair

Penticton Wellness Fair

Come and visit me at the Penticton Wellness Fair October 26-27, 2019

Oct 26, 2019 - Oct 27, 2019

Penticton Community Centre
325 Power St
Penticton, BC V2A 7K9

Penticton Wellness Fair

Penticton Wellness Fair

Come visit me and I will answer questions about Estate Planning and Executors

Oct 26, 2019 - Oct 27, 2019

Penticton Community Centre
325 Power St
Penticton, BC V2A 7K9

Investors Group

10/16/2019 -10/16/2019

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general inquiries —

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

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Investors Group

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