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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...
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TFSA annual contribution limit rises to $6,000

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

1st Floor Nixon Wenger Building
105-2706 30th Avenue
Vernon  BC
V1T 2B6

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T: 250.558.5431
TF: 1.800.665.2505
E: t.perepolkin@holliswealth.com

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Okanagan Wealth Advisors © 2019

Okanagan Wealth Advisors provide financial management & services for Canadians and is based in Vernon BC Canada.

HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by Industrial Alliance Securities Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

Insurance products provided through Hollis Insurance Agency.