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Financial Literacy Month: Raising Money-Smart Kids
11/4/2026
Financial Literacy Month is an opportunity to help clients build the knowledge and confidence needed to make informed financial decisions at every stage of life.
Life Events, Lifestyle & Technology
Time: A Young Investor's Greatest Asset
11/4/2026
Teaching children the power of compounding.
Life Events, Lifestyle & Technology
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Money-Smart Kids: Facts, Questions & Conversation Starters
11/4/2026
Today's children are growing up in a world where financial information is available instantly.
Life Events, Lifestyle & Technology
Raising Money-Smart Kids: Teaching Financial Habits That Last a Lifetime
11/4/2026
Canada ranks among the top countries for youth financial literacy, but today's parents face a new challenge.
Life Events, Lifestyle & Technology
What Every Woman Should Know About Cognitive Decline and Financial Planning
10/8/2026
As Canada's population ages, neurodegenerative conditions like dementia are becoming an increasingly important issue for women.
Life Events, Lifestyle & Technology
Read
Back To School: Smart Ways to Maximize Your Child's RESP
9/8/2026
As students head back to class, many families are thinking ahead to the cost of post-secondary education.
Life Events, Lifestyle & Technology
Read
September is Life Insurance Awareness Month
8/31/2026
While often only seen as a safety net, life insurance can also be a powerful financial planning tool.
Life Events, Lifestyle & Technology
Read
Important Questions for Your Insurance Coverage Review
8/25/2026
Keep your coverage current at every stage.
Life Events, Lifestyle & Technology
Financial planning for women in Canada
6/29/2026
Protect independence through career breaks, caregiving, and longer retirements with Raymond James.
Life Events, Lifestyle & Technology
Read
Brain Health, Family Decisions, and Your Financial Plan
6/26/2026
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Outsmart the Scams
6/24/2026
Isn't the internet great?
Life Events, Lifestyle & Technology
Helping Your Child Buy Their First Home
6/18/2026
Helping a child buy a first home is a meaningful milestone.
Retirement & Estate Planning
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  • Suite 1000 - 1499 St Paul St Kelowna, BC V1Y 0L9
  • T: +1.250.979.2709
  • F: +1.250.979.2749
  • Map & Directions
  • Map & Directions

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