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  • Okanagan Wealth Management Group
    465 Ellis Street Penticton, BC V2A 4M1 T: 250.487.2000
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Online security, protecting your online information
1/20/2023
Listen to our podcast with Dave Iverson.
Life Events, Lifestyle & Technology
Get an Insurance Checkup
You probably have your car tuned up regularly, and you see your doctor at least once a year for a routine checkup.
Life Events, Lifestyle & Technology
Read
Read
Gift Giving
The idea of giving something of value to people you care about during Christmas, birthdays, wedding anniversaries or any other special occasion is universal.
Life Events, Lifestyle & Technology
Cybersecurity | Phishing
10/20/2022
Listen to our podcast with Senior Manager, IT Security Dave Iverson.
Life Events, Lifestyle & Technology
The giving season
10/14/2022
Listen to our podcast with Senior Advisor Diana Mao.
Life Events, Lifestyle & Technology
Watch Video
The Giving Imperative: Philanthropy Today, Tomorrow and for Generations to Come
9/22/2022

Watch our latest Client Insights webinar.

Client Insights
Listen
Back to school: RESP 101
9/22/2022
Listen to our podcast with Financial Planner Ines Iraoui.
Life Events, Lifestyle & Technology
Read
Pride around the World: Brazil
In June 1997, 2,000 people took to the streets of Sao Paulo to protest discriminatory laws against the LGBTQ community in Brazil.
Life Events, Lifestyle & Technology
Pride around the World: Iceland
The island nation of Iceland is often referred to as one of the most LGBT-friendly countries in the world.
Life Events, Lifestyle & Technology
Read
Celebrating Pride All Year Long
We’re pleased to announce that we’re launching Raymond James’ article series on Pride.
Life Events, Lifestyle & Technology
An empty nest, what’s next?
8/8/2022
Listen to our podcast with Portfolio Manager, Neela White.
Retirement & Estate Planning
How Cyber Savvy Are You?
Cyberattacks are North America's fastest-growing crime. Review these tips for keeping your personal information safe.
Life Events, Lifestyle & Technology
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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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