This is Okanagan Wealth Advisors’ first newsletter – we are very excited! We hope you enjoy the layout and information. Please feel free to comment on pros and cons so we can make it better!

We want the newsletter to be informative, interesting and above all, easy to read. Perhaps even fun!

Our newsletter features a focus on the performance of our core mutual fund and exchange traded fund (ETF) holdings. Their performance is measured against a benchmark so that you know how our investments are doing. See the Performance and Commentary section.

Our performance review will go beyond just the numbers. We will provide commentary on the performance of each asset class as well as our recommended asset classes, countries and sectors to over and underweight. How those have worked out so far and their outlook moving forward.

We will highlight the research activities we have conducted over the past 3 months and the opportunities those uncovered.

We will also highlight a community focus that we feel is of great value to our community. For our first newsletter, we couldn’t be more excited to fill you in on how Okanagan Wealth Advisors became the lead corporate sponsor of Vernon’s new dedicated courts Pickleball Facility!

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