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.

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IG Wealth Management Broader View

With IG Wealth Management we go beyond RRSP’s to look at your whole financial picture to forecast your monthly income in retirement...So you have a clear view of today AND tomorrow. 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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