Third Quarter 2019 Update
In this issue: Market Reflection, Recession Watch, Added/Deleted Investments, Coach’s Corner, and Performance Data
Vision
Let’s work together to define your vision of your future and to create a roadmap towards its achievement.
Commitment
Our team makes a commitment to making you and your families biggest life goals a real life experience.
Lifestyle
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.