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Adrian C. Spitters, FCSI®, CFP®, FMA

Adrian Spitters is an avid writer and blogger who recognizes the need to publish on issues relating to the retiring business owner and farmer, by offering information and insight to help them transition into retirement and create sustainable multi-generational family wealth.

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Latest Post: The Common Correction

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Jim Carta

My Main office is located in Kelowna British Columbia, with satellite offices in Surrey and Vernon British Columbia, Canada Our Clientele are primarely a mix of Business Owners, Professionals, Farmers and their familes.Together with my team of friendly, experienced staff, we offer integrated wealth planning services which can include a comprehensive Financial Plan supported by knowledge based recommendations.

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