EXPERT FINANCIAL ADVICE YOU CAN TRUST

A relationship with 1867 Private Wealth Management is a blend of distinction, commitment, and integrity. Located in scenic Kelowna, B.C., 1867 Private Wealth Management is an upscale boutique independent financial advisory group within Raymond James Ltd., integrating elite services with a world-class investment firm in a private office setting.

Combining a broad range of expertise and over 29 years of industry experience, we focus exclusively on taking exemplary care to design investment portfolios that ensure the financial well-being of our clients and leverage the vast worldwide resources of Raymond James to develop specialized wealth and investment strategies.

Selecting an investment advisory team is one of the most important decisions you can make. 1867 Private Wealth Management concentrates on creating value for our clients by delivering superb advice and exceptional service, always with our clients' best interests in mind. We work closely with wealthy individuals and families, successful business owners, executives, professionals and retirees. 1867 Private Wealth Management is uniquely positioned to benefit estates, trusts, private holding companies and charitable foundations.

We invest money for clients who have wealth they want to protect and grow without taking on undue risk. We listen to our clients closely while they articulate their needs, goals and life priorities. We are your trusted partner to help you develop innovative, holistic wealth and investment strategies tailored to your needs. Innovation requires knowledge, ingenuity and, above all else, focus. This is the foundation of our practice.

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Please note: Clients that align most with our service offerings are high net worth clients requiring elite advisory services, or clients and/or their family, business, or organization that have $1 million or more in investable assets. 

What Sets Us Apart

At 1867 PRIVATE WEALTH MANAGEMENT we know that integrity isn't just a word, it's a way of life. Our client relationships are deeply personal and built on a solid foundation of trust. Our clients are people who value freedom, independence and innovation.

Our culture at 1867 PRIVATE WEALTH MANAGEMENT and Raymond James fosters an independent environment focused on doing what is best for our clients. Our commitment to always putting "you first" is the core belief of Raymond James. Only true independent thinking brings forth world-class investment solutions and results. Our solutions are comprehensive, flexible and customized to each client's unique story.

Managing assets in today's complex world requires an integrated approach so that your wealth can last for generations. Our solutions integrate capital markets, portfolio growth, income, tax and estate planning, and philanthropic innovation. We help our clients attain their wealth management goals through careful advice and astute investment management encompassing the vast global resources and capabilities of Raymond James.

Welcome to 1867 PRIVATE WEALTH MANAGEMENT of Raymond James Kelowna.

We are uniquely different – Come explore our capabilities – Portfolio | Income | Philanthropic Innovation.

Total Wealth Solutions

Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;

• Financial Planning
• Investment Management
• Insurance Solutions
• Tax Solutions
• Estate and Trust Services
• Charitable Giving Strategies

MEET YOUR ADVISORY TEAM

Our team will work together, collaborating with our dedicated team of Raymond James Ltd. specialists, to diligently apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.