News Articles Archives — Okanagan Wealth Advisors

Facebook Charity Winner

May 3, 2019 | News Articles

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...

TFSA annual contribution limit rises to $6,000

https://www.investmentexecutive.com/news/industry-news/tfsa-annual-contribution-limit-rises-to-6000/

Majority of Albertans believe financial advisors need professional regulation

https://www.investmentexecutive.com/news/industry-news/majority-of-albertans-believe-financial-advisors-need-professional-regulation/

Avoid being ‘penny wise and pound foolish’ with probate planning

https://www.theglobeandmail.com/investing/globe-wealth/article-avoid-being-penny-wise-and-pound-foolish-with-probate-planning/

Could this fund manager be Canada’s best dividend investor?

https://www.theglobeandmail.com/globe-investor/funds-and-etfs/funds/manulifes-dividend-income-funds-balancing-act-earns-lipper-nod/article36886917/

Facebook Charity Winner

TFSA annual contribution limit rises to $6,000

Majority of Albertans believe financial advisors need professional regulation

Avoid being ‘penny wise and pound foolish’ with probate planning

Could this fund manager be Canada’s best dividend investor?

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