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LISA HOPPER
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LISA HOPPER, CFP, FDS
Division Director
PENTICTON, BC
Primary Business Phone (250) 492-8806
Toll Free 1-800-929-8806
lisa.hopper@investorsgroup.com
Years with Investors Group : 7
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Are you eager to take command of your own finances?
If so, you'll want to meet with me as your Investors Group Consultant to discuss the basics and ensure that you have a high level of confidence in your financial decision-making. Allow me to help define your goals, focus your options and understand recommended actions for every stage of your life. Although your goals may change over the years, your need for reliable information will always remain.
Whether I'm providing you with one-on-one advice or timely seminars and tutorials, the team at Investors Group - including every specialist and Portfolio Manager - is committed to providing the up to date information you need to manage risk, reduce taxes and fulfill your financial goals.
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Professional Organizations and Community Involvement
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Member, South Okanagan Chamber of Commerce |
2008 - present
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Member, Penticton Women In Business |
2007 - present
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FDS, Academy of Financial Divorce Specialists |
2003 - present
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Member, Penticton Chamber of Commerce |
1993 - present
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Board Chair, SOWINS (South Okanagan Women In Need Society) |
2003 - present
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Member, Penticton Triathlon Club |
2003 - present
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Advocate, Arthritis Society-Joints In Motion |
2000 - present
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For your privacy and protection, we remind you that email is not for confidential inquiries. Please do not include any confidential information in your message (e.g. account numbers, credit card numbers, social insurance numbers, trade requests or other personal information).
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