A personalized approach to managing wealth

Financial advisory services should be shaped by the unique needs of each client we serve. At Raymond James our consultative approach is personal and distinctive. We are here to help you with each step in pursuit of your financial goals, aspirations and investment needs. Helping you simplify the complexities of your wealth, and helping simplify your life. As your partner, we offer customized solutions and objective advice well-suited to your needs. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight. We’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. Our advisors provide clients with trusted advice, superior service and transparent communication.

The Kelowna branch is dedicated to making a difference in our client’s lives and in our community. We proudly support the culture and people that make Kelowna our home by giving back through educational, social and philanthropic endeavors.

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Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

A personalized approach to managing wealth

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.