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.

Cramen Wealth Management 

Phone Number250-712-2162 | Email me | Visit Website

Eisenhut Wealth Management 

Phone Number250-712-2189 | Email me | Visit Website

Fields Grainger Wealth Management 

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

Gill Wealth Management Group 

Phone Number250-712-2128 | Email me | Visit Website

Holtby & Associates Wealth Management Services 

Phone Number250-712-2116 | Visit Website

Hymers Private Wealth 

Email me | Visit Website

McKain MacKinnon Private Wealth 

Phone Number250-448-9741 | Email me | Visit Website

Mitchell Westnedge

Senior Investment Advisor

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

Ng Wealth Management 

Phone Number250-469-7412 | Email me | Visit Website

Roberge Wealth 

Phone Number250-712-2112 | Email me | Visit Website

Roger Perritt, BA (Hons)

Senior Investment Advisor

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

Sorensen Wealth Management 

Phone Number250-712-2113 | Email me | Visit Website

Stathopulos Advisory Group 

Visit Website

Wade Stolz, BBA, CFP, CIWM

Investment Advisor

Email me | Visit Website

Wallouch Wealth Management 

Phone Number1-877-862-0715 | Email me | Visit Website

Zuk Wealth Management 

Phone Number250-469-7409 | Email me | Visit Website
 

Let us connect you with an advisor today!

 

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