Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Kelowna branch teams.



Fields Grainger Wealth Management 

Phone Number250-712-2195 | Email me | Visit Website


Holtby & Associates Wealth Management Services 

Phone Number250-712-2116 | Visit Website


Mitchell Westnedge

Senior Investment Advisor

Phone Number250-712-2168 | Email me | Visit Website



Roger Perritt, BA (Hons)

Senior Investment Advisor

Phone Number250-712-2160 | Email me | Visit Website


Stathopulos Family Wealth 

Visit Website

Wade Stolz, BBA, CFP

Investment Advisor

Email me | Visit Website



 

Let us connect you with an advisor today!

 

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this form is not considered secure and privacy cannot be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields