Contact us

Need answers? Contact us!

We are here to help

Our team of specialists is here to meet your needs.

Phone : 250-717-5527

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

Follow us on social media

You are unique

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