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Our team of specialists is here to meet your needs.

Phone : 1-888-330-6622 

1631 Dickson Ave Ste 1710 Landmark 6
Kelowna, BC, V1Y0B5

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Our team of experts

Samantha Sheppard

Wealth Associate

Stacy Litz

Associate

You are unique

And so are your needs. Contact our team of advisors for a personalized experience.