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  • Okanagan Wealth Management Group
    465 Ellis Street Penticton, BC V2A 4M1 T: 250.487.2000
    Map and Directions Map and Directions
Time to Dust Off Your Estate Plan
6/19/2023
Estate planning is a series of tasks that dictates how your assets will be dispersed upon your incapacitation or death.
Retirement & Estate Planning
The Family Share: Passing on Your Charitable Spirit to the Next Generation
6/19/2023
Charitable giving has the power to create a lasting impact. 
Retirement & Estate Planning
Read
Read
Dust Bunnies and Cobwebs: What’s Gathering Dust in the Corners of Your Life?
6/19/2023
Let’s face it, we all feel better after a good spring cleaning.
Retirement & Estate Planning
The Importance of Annual Reviews for Your Financial Plan
6/16/2023
Financial planning is not a one-time event, but a process of constant course corrections, somewhat like navigating at sea. 
Retirement & Estate Planning
Transferring the family business and estate planning
5/16/2023
Listen to our podcast with Damian McGrath.
Retirement & Estate Planning
Listen
Financial Planning Myths
5/3/2023
Listen to our podcast with Ines Iraoui.
Retirement & Estate Planning
Listen
Aging in place
4/4/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning
Watch Video
One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan
3/30/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Which Pension Option is Best for Me?
Good news! As part of the many years devoted to your employer, you have accumulated a substantial defined benefit pension.
Retirement & Estate Planning
Read
I’m turning 71 and I have to what with my RRSP?
1/30/2023
Listen to our podcast with Ines Iraoui.
Retirement & Estate Planning
The Season of Giving: Why Having an Estate Plan is a Gift to Others
1/9/2023
The holiday season is a time when most of us enjoy time with our family.
Retirement & Estate Planning
Start the New Year right by reviewing and revamping your financial plan.
Instead of hauling out those familiar New Year’s resolutions...how about focusing on something that is also very good for you in the long run?
Retirement & Estate Planning
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Okanagan Wealth Management Group logoOkanagan Wealth Management Group logo
  • Okanagan Wealth Management Group
  • 465 Ellis Street Penticton, BC V2A 4M1
  • T: 250.487.2000
  • Map & Directions
  • Map & Directions

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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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