Lisa A. Schulze
CFP, CLU, RRC, CFDS 
Division Director
Investors Group Financial Services Inc.
About —
In my life’s work as a Certified Financial Planner professional, I cherish the relationships and trust that I share with clients as we make decisions together that provide peace of mind.
Working with those approaching retirement and those already retired, the financial plan we build becomes the base from which we work to solve the challenges that are ahead by helping to answer life’s questions. “When can I retire? Will my money last a lifetime? What are my best options that will lead me closer to the realization of my goals and dreams? Will my family be looked after with the choices I have made?
An extensive network of support is available, both locally and at head office, to answer any questions you may have now and in the future.
Investors Group 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 —
Introducing IG Wealth Management
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
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.
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.
Flexibility
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.
general inquiries —
206 - 300 Riverside Dr.
Penticton, BC V2A 9C9
Get Directions
Let’s talk —
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