John Russo Russo Wealth Management Financial Advisor

John is a Financial Advisor at Raymond James, Kelowna Corporate Branch. John offers a wide range of investment services, whether you need investment management, retirement planning, risk management, estate planning or succession planning, John will help you achieve your goals and put you first. John ensures that each client’s financial plan remains suitable for their objectives in a fast-paced world. John also believes in giving back to the community. He is an avid cyclist and has combined his love of cycling with philanthropy by participating in a few Rides to Conquer Cancer with his two sons, benefitting the BC Cancer Foundation. He annually supports local families with Christmas Hampers of food, gifts and decorations. He has obtained his Certified Financial Planner’s designation (CFP®), Registered Retirement Consultant designation (RRC®), his Fellowship to the Institute of Canadian Bankers (FICB®), and he is presently pursuing his Chartered Investment Manager designation (CIM®).