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About the Okanagan Wealth Management Group

The Okanagan Wealth Management Group is a professional financial advisory group committed to providing our clients with sophisticated wealth management strategies and efficient wealth creation.

We believe that there are better ways to build portfolios in today’s ever changing financial environment. We have found that by employing the world’s leading institutional quality money managers through the Raymond James Private Client Services Group, we can focus on cash flow, reducing volatility, safety of capital and effectively build our clients’ wealth regardless of the current market cycle.

Kelly Lindsey, CFP, FCSI, FMA

Kelly is a Certified Financial Planner with over 20 years of experience working as a dedicated financial advisor to help clients achieve their financial goals.

Ashley Hilton

Client Administrative Assistant

Our Approach

Our team integrates a comprehensive array of services into a focused, goal-driven plan. We offer a full range of services to address sophisticated and often complex wealth management needs.

Some of our most often sought services include:

  • Investment Management
  • Retirement & Estate Planning
  • Corporate & Institutional Funds Management
  • Registered Savings Plans (RRSPs, RRIFs and TFSA’s)
  • Annuities & Insurance Solutions
  • Regular Portfolio Reviews
  • Quality Client Service
Kelly Lindsey
Kelly Lindsey, CFP, FCSI, FMA

Financial Advisor

250.487.2000

Contact Us

465 Ellis Street
Penticton, BC, V2A 4M1
T: 250.487.2000
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