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Kelowna Corporate Branch

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  • Kelowna IAS-17019
    1726 Dolphin Ave Ste 500 Kelowna, BC V1Y 9R9 T: 250.979.2700 F: 250.979.2749
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Our Advisors

Kelowna Advisors

Brandon Moore
Associate Portfolio Manager
Clarke White
Financial Planner
Craig White
Senior Wealth Advisor, Portfolio Manager
Dane Bird
Senior Financial Advisor
Francis Cheng
Portfolio Manager
John Huggan
Senior Wealth Advisor, Portfolio Manager
John Russo
Financial Advisor
John Woodfield
Portfolio Manager
Kaylyn Martin
Investment Funds Advisor
Kim Inglis
Portfolio Manager
Marco Russo
Associate Financial Advisor
Rick Adrian
Financial Advisor
Rita Faber
Financial Advisor
Tiffany Woodfield
Associate Portfolio Manager

Administrative Team

Administrative Team

Angela McLean
Brittany Shapitka
Administrative Assistant
Carolyn Scott
Ellen McDonald
Jacquelyn Huen
Jake Imrich
Jessie Boisvert
Lynn Gordon
Marie Wood
Saundra McDougall
Sherri Johnson
Simon Vongrathsavay
Tanya Reyes
Administrative Assistant

The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger

Are you ready? Let’s uncover the possibility of working together.

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Kelowna Corporate Branch

Raymond JamesRaymond James
  • 1726 Dolphin Ave Ste 500 Kelowna, BC V1Y 9R9
  • 250.979.2700
  • 250.979.2749
  • Map & Directions
  • Map & Directions

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