Lisa A. Schulze

CFP, CLU, RRC, CFDS

Division Director

Investors Group Financial Services Inc.

Contact Info Phone

Email

request appointment

Learn More

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 our clients.

As a Certified Financial Planning professional I cherish the relationships and trust that I share with clients as we make decisions together that provide peace of mind through the pillars of life planning.

Working with those approaching retirement and those already retired, the living plan we build provides a broader, deeper view of your financial life and well-being and can guide you through the many challenges that are ahead. Answers to your questions and direction can go a long way in helping to provide peace of mind.

IG Wealth Management offers a full range of in-house and third party investments, banking, mortgages and lending, as well as insurance options tailored to meet your needs.

Life with financial planning, approached as a partnership, can bring clarity and confidence knowing that the decisions you are making are the right ones for you at any stage in your life.

Team —

Sarah Wiley

Executive Assistant

View Bio

Phone Email sarah.wiley@investorsgroup.com

Transcript

Proactive Advisor

Your IG Consultant works closely with you to proactively understand your financial needs.

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.

Apply Now

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.