Leading with you in mind


The Kelowna branch management team has your best interests top of mind. Every day, we ask what more can we do for our clients, and put in the hard work to deliver.

Mark Kinnear

Mark Kinnear

Branch Director & Senior Investment Advisor

250-712-2177 | LinkedIn

Alex McMordie

Associate Branch Director, Investment & Wealth Advisor


Lana Achtymichuk

Branch Operations Manager


Michelle Muhlbach

Assistant Branch Operations Manager


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