LISA SCHULZE
CFP, CLU, RRC, CFDS 
Senior Financial Consultant
Investors Group Financial Services Inc.
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Connect with me on facebook @LisaASchulze1
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About —
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 —
IG Wealth Management Broader View
general inquiries —
206 - 300 Riverside Dr.
Penticton, BC V2A 9C9
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