LISA SCHULZE

CFP, CLU, RRC, CFDS

Division Director

Investors Group Financial Services Inc.

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About —

As a Division Director in Penticton at IG Wealth Management I attract, train and develop Consultants. If you are a professional that is looking to be your own boss and thrive in an environment that supports development and training, with rewards and compensation for being a successful planner now may be the time to learn more about the value we provide to our advisors and clients.

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 —

Alicia Allatt

B.Des.Comm.

Business Development Coordinator

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Phone Email alicia.allatt@investorsgroup.com

Abigail Marshall

B.Sc.

Administrative Assistant

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Phone Email abigail.marshall@investorsgroup.com

Abigail’s university training led her to employment as a land use planner, a map collection curator and countless other interesting occupations. Having been to every Canadian province and territory except PEI, she chose to live in BC for the skiing. In the summer Abigail enjoys outrigger, kayak and canoe paddling; preferring to be on rather than in the water. Abigail is extremely fortunate to have met Brad, her partner who along with their dog enjoys the same activities and then some.

Transcript

Explore all of retirement’s possibilities.

RSPs are only a part of your retirement picture. At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.

Careers —

Become a financial advisor with Investors Group

Grow your career in an environment where you’re in control. As an entrepreneur, your skills and experience are valued, you have accesses to specialized support, and you have the time and commitment to dedicate to clients - enabling you to thrive.

I invite you to talk to me. Meet our advisors and explore the opportunity to build your business by helping others. Together we can help you decide if this is the right opportunity for you.

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why join investors group?

Training and support

Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the Investors Group specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.

Exceptional income potential

At Investors Group, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.

Community involvement

With Investors Group, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.