Leading with you in mind

 

The Penticton & South Okanagan 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

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1-877-874-0901

Alex McMordie

Associate Branch Director, Investment & Wealth Advisor

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Lana Achtymichuk

Branch Operations Manager

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Michelle Muhlbach

Assisstant Branch Operations Manager

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Let us connect you with an advisor today!

 

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