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Our team of specialists is here to meet your needs.

Phone : 1-888-330-6622 

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

Business hours

Our team of experts

Samantha Sheppard

Wealth Associate

Haley Stevens

Wealth Associate

Stacy Litz

Associate

You are unique

And so are your needs. Contact our team of advisors for a personalized experience.