Services
Testimonials
Take the Test
- How Ready is Your Estate Plan?
- Are You Ready to Sell Your Business?
About Us
Learn
Contact Us

Services
Testimonials
Take the Test
- How Ready is Your Estate Plan?
- Are You Ready to Sell Your Business?
About Us
Learn
Contact Us

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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