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Investor Behaviour Matters™

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PW__0481-1-e1406946842488My Main office is located in Kelowna British Columbia, with satellite offices in Surrey and Vernon British Columbia, Canada.

Our Clientele are primarily a mix of Business Owners, Professionals, Farmers and their families.

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.

What sets us apart is our Behavioural approach to the Financial decision-making process.