Third Quarter 2019 Update

The end of 2019 also brings the end of this decade. Now, more than ever, we feel that pro-active investment management by a team of advisors is a recipe for success. At OWA, we look forward to serving you for the next decade as well, whatever it has in store for us!...
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Second Quarter 2019 Update

We may be biased but, this newsletter is packed full of great information and education! Two new additions to the newsletter that will be included regularly are: 1) Recession Watch 2) Key Charts: A picture is worth 1000 words Coach’s Corner talks about the role cash...
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Facebook Charity Winner

Ross Jewell of Okanagan Wealth Advisors, and Noel Fiessel – winner of the Okanagan Wealth Advisors “Facebook Challenge”, present a $500 cheque to Marjorie Jean of the Armstrong/Spallumcheen Ladies Healthcare Auxiliary.  The local charity, operated entirely by...
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First Quarter 2019 Update

Spring seems to have arrived – nice to get a tease of the Okanagan Summer and we have witnessed a healthy spring in our portfolio values as well! The quote on the front of our last newsletter was: “This too shall pass”, and we are happy to report that market...
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Fourth Quarter 2018 Update

This newsletter summarizes some of what happened in 2018 and looks forward to 2019, provides some insight on Tax Free Savings Accounts where contribution limits have been raised to $6000 for 2019 and looks at how our core holdings performed with a volatile end to...
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