Home
About Us
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Take the Test
- How Ready is Your Estate Plan?
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Testimonials

Home
About Us
Services
Newsroom
Take the Test
- How Ready is Your Estate Plan?
Contact Us
Testimonials

Our Services

Wealth Management
Investment Management
Insurance
Lawyers Financial (formerly CBIA)
Business Advisory
Tax Planning
Succession Planning
Estate Planning
Family Office

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Contact Us

We are located downtown Kelowna in the Nest office building.

1605 Pandosy Street
Kelowna BC V1Y 1P6

P 778-484-1435
F 778-484-1436

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Get in
Touch.

Have questions? We have the answers. We’d love to hear from you and can help you succeed. To request a consultation or learn more about our services, please contact us.

We are settled into the Nest!

Our address:
1605 Pandosy Street
Kelowna, BC V1Y 1P6

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