Based out of Vernon in the beautiful North Okanagan, our highly qualified team thrives on helping clients achieve their wealth management goals. We value strong, long-term relationships, the foundation of which is getting to know you and understanding your unique situation. Our expertise and access to extensive resources provide you with confidence in your financial future through a customized wealth strategy, created specifically for you.


With permission, our experienced wealth management team will work closely with your network of trusted professionals and advisors to allow for seamless integration of your life plan. A clear and consistent strategy is the basis for success. 


Years of experience have allowed us to create a well-defined process that we apply to every client relationship:


1) We start by taking the time to get to know you so that we can understand your priorities and goals, including conducting a full discovery of your situation.

2) With that knowledge, we develop a custom wealth management plan and utilize our unparalleled access to products and services that will provide you with the optimal solution.


3) We will assist with every step of setting up your financial plan. With permission, we will work with your trusted legal and tax professionals to create a cohesive and well executed strategy.

4) To ensure consistent progress toward your goals, we proactively monitor and review your performance and goal realization.


5) Because life is full of changes and constantly evolving, we keep in touch regularly to revisit your objectives and make changes to keep your goals within reach.

Wealth encompasses so much more than just investments.  It takes a caring approach to help understand your goals and your needs.  Our goal is for you to be a part of our family and for us to be a part of yours.

- Paul Philps

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.