With over 116 years of combined experience, the Okanagan Wealth Advisors, HollisWealth are a professional & local financial planning team helping their family of clients to build confidence in their financial future.

Second Quarter 2020 Update

In this issue: Market Reflection, Look Ahead, Recession Watch, Added/Deleted Investments, Coach’s Corner, and Performance Data

Okanagan Wealth Advisors Team


Let’s work together to define your vision of your future and to create a roadmap towards its achievement.


Our team makes a commitment to making you and your families biggest life goals a real life experience.


Our commitment to your vision will help you enjoy your ideal lifestyle, in our beautiful Okanagan Valley.

Your Vision.
Our Commitment.
Your ideal lifestyle.

Professional Financial Planning Designations Matter!

Trust your hard earned savings to those who have higher industry designations! We have the highest industry designations!

Now Accepting New Clients

Start working towards your financial goals and dreams now with professional, personalized financial advice. Contact us today to book a meeting with Okanagan Wealth Advisors.

Preferred Contact Method?

14 + 2 =