ATTENTION

You have been disconnected from the server.
Please refresh the page to regain full functionality.

ATTENTION

Your connection to the server has been failed.
Please refresh the page to regain full functionality.

ATTENTION

Your connection to the server has been rejected.
Please refresh the page to regain full functionality.

Subscribe

Would you like to subscribe to our emails?

Okanagan Wealth Management Group - Raymond James

Okanagan Wealth Management Group - Raymond James

Services We Offer Related Wealth Management

  • money management
  • retirement goat setting
  • registered savings plans
  • corporate and institutional funds management
  • annuities and insurance solutions
  • regular portfolio reviews
  • money goals
  • RRSP
  • RESP
  • RiFFs

iNFO

  • Address: 465 Ellis St
  • Penticton
  • Website

Additional Info

Business Hours

  • Sunday Closed
  • Monday 9:00 AM - 4:00 PM
  • Tuesday 9:00 AM - 4:00 PM
  • Wednesday 9:00 AM - 4:00 PM
  • Thursday 9:00 AM - 4:00 PM
  • Friday 9:00 AM - 4:00 PM
  • Saturday Closed

SEO Cloud Tags

  • Kelly Lindsey CFP, FCSI, FMA Financial Advisor * Investment Management * Retirement & Estate Planning * 20+ Years Experience * www.okanaganwealth.ca