Oct 28, 2019 | Newsletters
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!...
Oct 28, 2019 | Newsletters
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...
Apr 17, 2019 | Newsletters
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...
Jan 28, 2019 | Newsletters
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...
Nov 19, 2018 | Newsletters
Something new you’ll find in this edition is a closer look at just what is: Okanagan Wealth Advisors. We provide more services than people often know so we wanted to formally, re-introduce ourselves! Interesting is one of many words we can use to describe markets this...
Apr 1, 2018 | Newsletters
Okanagan Wealth Advisors first guiding principle is to educate and inform. We believe this update raises the bar for excellence in client communication, which is another guiding principle of ours! A special treat in this update comes in video format with our favorite...
