PLANNING BY LISA
“ 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
" Thank you for providing such excellent service in your review of my circumstances heading into retirement. You made it very easy for me to present and discuss my financial situation, prompting me as necessary with meaningful questions and comments. I very much appreciated that, when you had the information you needed, you prepared a comprehensive review report that answered my questions, addressed my goals, and formed a solid basis for our follow up discussion. I also appreciate that you took all the time necessary to make sure I understood your recommendations. I'll be pleased to work with you again in the future. "
Alan B