Welcome to our Branch


We’ve been innovating and forging the path ahead for 120 years and counting. Let’s plan your next chapter together.

The best returns are more than financial. Learn how we can help you grow more than wealth.  Start now.

 

Learn how RBC Wealth Management can help you grow more than wealth. Plan your next chapter with us.

What is the value of peace of mind when it comes to your wealth? Let us show you.

 

At RBC Wealth Management, we understand your wealth is about more than money and we put you and your loved ones at the heart of everything we do. We take time to understand what you want to achieve today—and in the future.

You may be planning your financial security, and considering how to take the next step forward. You could be receiving an inheritance, planning for retirement or selling your business, and wondering what’s next. Perhaps you’re already retired and thinking about how to reduce the impact of taxes or protect your legacy for your family.

We recognize each client has their own unique story. Your personal advisor, backed by a global team of experts, will be there every step of the way to help guide you. With a focus on building lasting relationships and trust, your advisor will help you navigate your life’s most important milestones, giving you greater confidence in the future.

 

The best returns are more than financial

See how we can help you 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.

If you are located outside Penticton & South Okanagan, we have branches in Kelowna and Smithers & North Western BC.

We also serve Indigenous communities and have an on-reserve office. Learn more about how we serve Indigenous communities. 

 

Let us connect you with an advisor today!

Please give us a call @ 1-877-874-0901 or fill out the below form and we will have one of our investment advisors contact you.

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Mark Kinnear

Branch Manager

250-712-2110 | Email me

Rebecca Ashley

Assistant Branch Manager

250-712-2142 | Email me

Ellen Ward

Branch Administrator

Email me

Michelle Muhlbach

Assistant Branch Administrator

250-712-2174 | Email me