logo
Banner

Introducing Krushel Wealth Management

Offering a wide range of investment services, Dale Krushel is committed to helping you achieve your financial goals. Specializing in identifying each investor’s key goals and objectives, he works with clients to design investment portfolios to meet their individual needs. Dale offers a comprehensive array of investment alternatives that include fee-based and individually managed account options. Whether you need income, growth or comprehensive estate planning, Dale will put you – and your needs – first.

A thoughtful, attentive advisor, Amanda's underlying mission is to develop, implement and monitor bespoke investment portfolios and appropriate plans for her clients based on their goals and risk tolerance. With a willingness to listen to each client like they are the only investor in the world, Amanda is dedicated to assisting her clients in meeting their financial needs. With a career spanning across Canada and the U.K., Amanda is well versed in preparing financial plans for clients in all life stages, wherever life takes them.

Before joining Raymond James as a Financial Advisor Assistant, Darlene worked in the financial services industry for over 10 years. She holds licenses in both securities and insurance.

Dale Krushel
Dale Krushel, CIM®

Financial Advisor & Insurance Representative

250.979.2749

Amanda Krushel
Amanda Krushel, CIM®, CFP®, RIS, BBA

Financial Advisor

250.979.2719

Darlene La Valley
Darlene La Valley

Financial Advisor Assistant

250.979.2746

Contact Us

1726 Dolphin Avenue, Suite 500
Kelowna, British Columbia, Canada V1Y 9R9
T: 250.979.2747
TF: 1.877.979.2700
F: 250.979.2749
Map & Directions

Please click on the link below to stay connected via email

*You can withdraw your consent at any time by unsubscribing to our emails.