Description

The Okanagan Wealth Management Group is a professional financial advisory group committed to providing our clients with sophisticated wealth management strategies and efficient wealth creation. Clients deserve to work with advisors who fully understand their financial affairs and can create an integrated financial plan for them. As part of the Raymond James family, we are one of the few organizations in Canada authorized to provide complete discretionary portfolio management services to our clients. Personalized portfolio management was recently only an option available to a privileged few. Our Private Investment Management Group, providing discretionary portfolio management, makes this opportunity a lot more accessible. The convenience, peace of mind, and undivided attention that comes with having your own dedicated Portfolio Manager, is now an option that you can choose. Our team integrates a comprehensive array of services into a focused, goal-driven plan. We offer a full range of services to address sophisticated and often complex wealth management needs. We examine your personal situation. The team at Okanagan Wealth Management Group will assess your investment objectives, risk tolerance, financial goals and tax situation, as well as any other personal circumstances pertinent to your financial future. We create your personal Investment Policy Statement and proposal. This document is the outline that guides what we would suggest for the management of your investments. It describes the allocation of assets and any restrictions applicable to your portfolio. We can go over this document together to give you a clearer picture of how we would structure your investments and what you might be able to expect. We act to fulfill your investment objectives. Based on your personalized Investment Policy Statement, we build a portfolio to suit your needs and adjust it over time, as necessary. We stay in touch. Our reporting to you is comprehensive, including detailed statements every month and reviews of your holdings each quarter. Personal meetings with your advisor can be arranged to suit your preferences. Often times we will meet more often at the start of our engagement and then as time goes on tailor that to your needs. Quality Client Service – In this post pandemic era it seems that good old fashioned customer service is exceedingly hard to find. We are firmly rooted in our client service commitment, and we will always answer our phones and reply to your emails and be available for in office or zoom meetings with ease.