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.

Fields Grainger Wealth Management 

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

Holtby & Associates Wealth Management Services 

Phone Number250-712-2116 | Visit Website

Hymers Private Wealth 

Email me | Visit Website

Mitchell Westnedge

Senior Investment Advisor

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

Roger Perritt, BA (Hons)

Senior Investment Advisor

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

Stathopulos Advisory Group 

Visit Website

Wade Stolz, BBA, CFP, CIWM

Investment Advisor

Email me | Visit Website


Let us connect you with an advisor today!


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