HugganWhite Wealth Management
ADDRESSING THE COMPLEXITIES OF WEALTH MANAGEMENT
At HugganWhite Wealth Management of Raymond James Ltd, we understand that successful individuals and families have complex needs that require specific, tailored solutions for their wealth management. We believe you deserve a seamless and coordinated management of your wealth and work with you to address the goals and aspirations that are unique to you.
HugganWhite Wealth Management is one of the Okanagan’s premier wealth management teams. With over 100 years combined experience, we have the knowledge and discipline to provide best in class wealth management strategies to our clients. We are committed to providing exemplary client service and ensuring all our clients’ financial needs are met. Our team delivers a tactical approach tailored to your needs, driven by independent advice and built upon a solid relationship. Our focus is on building & protecting capital, managing risk and providing income for retirement.
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