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.