Contact us

Need answers? Contact us!

We are here to help

Our team of specialists is here to meet your needs.

Suite 73321

Phone : 250-717-5510

1631 Dickson Ave Ste 1710 Landmark 6
Kelowna, BC, V1Y0B5

Business hours

Our team of experts

Senior Wealth Advisor & Portfolio Manager
Wealth Advisor & Portfolio Manager

Have questions or wish to meet with our team?

Use the scheduling tool below to book an appointment that's convenient for you.