Each of our clients is a unique individual with different financial circumstances and challenges; our commitment is helping them to achieve a comfortable retirement and a sense of financial security. We believe the key to a happy financial life is through the development and execution of proven long-term wealth and investment management strategies.
We have four investment management strategies we live by: A written vision statement so we all know the destination, a financial roadmap to make sure we’re on the right path, a robust investment management platform to provide protection and growth for your assets, and an engaged and skilled team with the experience to deliver the professional advice and guidance you need.
Our mission is a simple one: your financial peace of mind.
1620 Dickson Avenue, Suite 600
Kelowna, British Columbia
V1Y 9Y2, Canada
Call Our Office
1 (800) 663-2609
Parking is readily available. Please call if you require more information.