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Our Vision Statement

You are at the heart of your financial plan, so that’s where we put our focus. After all, it’s your investments we’re striving to protect and your goals we’re building toward. It only makes sense, and is only right, that you be at the centre of each recommendation we make.

And when it comes to your financial future, there’s nothing like having the complete support of a firm with powerful resources and international reach. At the Kelowna Corporate Branch of Raymond James, you’ll find exactly that – plus a team of local professionals who know exactly where you’re coming from and who are dedicated to helping you pursue your unique financial goals.

Okanagan’s premier independent investment firm, providing clients with trusted advice, superior service and transparent communication.

Dedicated to our community, we support the culture and people that make us proud to call the Okanagan our home.

OUR BUSINESS IS ABOUT TWO THINGS – YOU AND YOUR FINANCIAL WELL-BEING