Sukul, Lisa

Sukul, Lisa
Name: Sukul, Lisa
Designation(s): CFP, EPC, Bcomm, CFDS
Email: planningbylisa@gmail.com
Phone Number: 604.781.7139
Fax: 604.876.3308
Address, City, Province, Postal Code:

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

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

Website: Click here
Bio: 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
Membership Valid Until: 01.10.2019
Taking on new clients: Yes, please contact