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.
Financial Advisor & Insurance Representative
Financial Advisor Assistant
1726 Dolphin Avenue, Suite 500
Kelowna, British Columbia, Canada V1Y 9R9
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