“ I strongly believe that sustained financial success requires intention - not just having intent,
but being intentional. ”
Customized Financial Planning For You
My name is Lisa, and I am a Certified Financial Planner based in Vancouver, BC, Canada.
I partner with my clients to understand their goals; to create, accumulate and protect their retirement Pay/Play cheque, for a sustainable, quality retirement.
I take a holistic life-planning approach from planning to advice & management. The foundation to long term success is possible only through a mutual trusting relationship built on integrity.
Whether you are looking for a comprehensive or topic-based financial plan, my life-event-planning approach means we take a look at what is currently happening in your life and come up with a plan that will help you reach your short, medium and long term goals.
Lisa Sukul CFP, EPC, CFDS, BCom
Certified Financial Planner