First Quarter 2018 Update

Is it safe to say that Spring has finally arrived? That was a long Winter. The end of which comes with tax season. Come on May flowers! Markets bounced around a lot more in the first quarter of 2018 than they did at any time in 2017. How were our returns? How were our...
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Fourth Quarter 2017 Update

The goal with our newsletters is to be both informative and interesting – a delicate balance! This issue focuses on summarizing 2017 and looking forward to 2018. Our monthly income investments performed very well in 2017 resulting in an income raise from many of our...
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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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