Sukul, Lisa

Sukul, Lisa
Sukul, Lisa
CFP, EPC, Bcomm, CFDS
planningbylisa@gmail.com
604.781.7139
604.876.3308

1178 West Pender St., Vancouver, British Columbia,  V6E 2R9

Keyword(s) main match: Divorce, finance, collaborative, Vancouver, Richmond, Lower Mainland BC

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Lisa got into the finance industry in 2009, after her divorce. She takes a holistic approach to financial planning, with retirement income planning as the anchor for her business.

She completed her CFP in 2014, and Elder Planning Counsellor (EPC) designation in 2016. The completion of the CFDS designation greatly expands her life-event planning toolbelt to help clients take care of their future selves.
Completed CFDS Training December, 2017
01.10.2019
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