Third Quarter 2017 Update

Enclosed you will find lots of great information that will keep you right up to speed on all things investing and financial planning. Our investment performance review shows the returns of our core holdings and provides commentary on how each core holding is...
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Second Quarter 2017 Update

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...
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