Lisa Hoogendoorn - IG Wealth Management

Lisa Hoogendoorn - IG Wealth Management Certified Financial Planner IG Wealth Management Inc. - Mutual Fund Division Associate Consultant, Investors Group Financial Services Inc.

07/16/2026

With so many rules around tax credits and deductions, many Canadians pay more tax than they need to. These strategies can help reduce your tax bill. Read More: https://ow.ly/OTf350Zm1LS

07/16/2026

Your future isn't built by chance—it's built by the financial decisions you make today.

Every dollar you save, every investment you make, and every goal you set is a step toward greater freedom and peace of mind. Financial planning isn't about having more money—it's about creating more choices, more opportunities, and more confidence in the life you want to build.

Start where you are. Stay consistent. Celebrate progress, not perfection. Small, smart decisions made today can lead to extraordinary results tomorrow.

Your future self will thank you.

07/08/2026

💰 Your Financial Future Starts with the Decisions You Make Today

Whether you're planning for retirement, saving for your child's education, growing your investments, or protecting your family's future, having a clear financial strategy can make all the difference.

As a certified financial planner, my goal is to help you:
✔️ Build wealth with confidence
✔️ Create a personalized financial plan
✔️ Prepare for life's unexpected moments
✔️ Stay on track toward your financial goals

Every financial journey is unique, and the right plan starts with understanding your goals and priorities.

06/23/2026

Financial Tip Tuesday

Pay yourself first.

Before paying bills or spending on non-essentials, automatically transfer a portion of your income into savings or investments. Even small, consistent contributions can make a significant difference over time thanks to compound growth.

If I’m not helping clients build stronger financial futures, you can probably find me at the ballpark. ⚾Whether it's fin...
06/18/2026

If I’m not helping clients build stronger financial futures, you can probably find me at the ballpark. ⚾

Whether it's finances or fastball, success comes down to strategy, consistency, and playing the long game. Proud to be part of both worlds.

06/16/2026

Many people know they should have a financial plan but aren't sure where to begin.

A good financial plan should help answer questions like:

• Can I retire when I want?
• Will my savings last?
• Am I paying more tax than necessary?
• What happens if life doesn't go according to plan?

Having clarity can make a tremendous difference.

If you'd like to discuss your financial goals, I'm always happy to start with a conversation.

06/10/2026

Philip makes the case that the economic boom is real, but so is the price that comes with it. He also discusses why the most important number this week isn't a stock price. Listen now: https://ow.ly/ZbSK50Za9W3 Subscribe, rate and review now.

06/09/2026

Financial Tip Tuesday:

A common mistake I see is keeping old financial accounts scattered across multiple institutions.

Consolidating accounts can make it easier to track investments, manage risk, and understand your overall financial picture.

When was the last time you reviewed all of your accounts in one place?

Many people spend more time planning a vacation than planning their retirement.Retirement isn't just about having enough...
06/04/2026

Many people spend more time planning a vacation than planning their retirement.

Retirement isn't just about having enough money. It's about understanding where your income will come from, how taxes may affect you, and what kind of lifestyle you want to maintain.

What's one thing you're looking forward to most in retirement?

Address

Landmark 6, 600/1631 Dickson Avenue
Kelowna, BC
V1Y0B5

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