LISA SCHULZE

LISA SCHULZE

CFP, CLU, RRC, CFDSCFP 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.

Team —

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.

general inquiries —

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

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IG Wealth Management

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