Serving the Okanagan Since 1994
#6 - 1131 Lawson Ave Kelowna, BC


Sound, strategic advice, or support, regardless of the complexity of your portfolio.
  1. RRSP’s, RRIF’s, RESP’s
  2. Growth Portfolios,
  3. Income Portfolios

Uncertain of where to begin? Contact us and we’ll help put your money to work for you with our Kelowna investment services!

Please contact us directly at 1-800-763-9223 or by email at [email protected] for more information on our investment services.

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