We are a full-service financial Advisory Firm. From insurance and investments to group benefits for small businesses, or Investment tax minimization & estate Analysis, we will work with you to develop a financial solution that suits your specific needs and goals.
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106-460 Doyle Ave
Kelowna, BC
V1Y 0C2
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
