LISA SCHULZE

LISA SCHULZE

CFP, CLU, RRC, CFDSCFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

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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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Abigail Marshall

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.
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My IG advisor does all my financial planning

IG Wealth Management – they do all our financial planning: An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.

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

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