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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
Key Person Insurance: How to Recruit, Retain and Reward Great Talent
3/24/2023
How to Recruit, Retain and Reward Great Talent.
Life Events, Lifestyle & Technology
Charitable Donations Through Your Corporation
3/24/2023
You may be aware of the generous tax incentives offered by the Canadian government for personal donations made to a registered charity.
Life Events, Lifestyle & Technology
Read
Read
How to Manage Debt Efficiently
3/24/2023
Many people dream of being debt-free.
Life Events, Lifestyle & Technology
Business Succession Planning and Personal Estate Planning
3/24/2023
Running a business on your own can be difficult, let alone a family business. Like any business, running a family business has its rewards and challenges.
Life Events, Lifestyle & Technology
Portfolio Strategy
3/23/2023
Recent developments over the past couple of weeks have been surprising, but not entirely unexpected.
Markets & Investing
Read
Men, the Home and Gender Equity
3/22/2023
March is Women’s History Month.
Life Events, Lifestyle & Technology
Listen
Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam
3/20/2023
Listen to our podcast with John Toohig and Nadeem Kassam.
Markets & Investing
Listen
Canadian Diversified Financials | Stephen Boland, Equity Research Analyst
3/15/2023
Listen to our podcast with Stephen Boland.
Markets & Investing
Corporate sustainability/ESG | Eric Saarvala, Raymond James Canada Foundation
3/10/2023
Listen to our podcast with Eric Saarvala.
The Advantaged Investor
Listen
Insights and Strategies
3/1/2023
To investors’ surprise, the hawkish narrative has resumed, following stronger-than-expected economic releases on both sides of the border for employment, inflation, consumer spending, etc.
Markets & Investing
Your Pathway to Better Brain Health
2/23/2023
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Head Fixed Income trader | A discussion about fixed income, interest rates and opportunities
2/23/2023
Listen to our podcast with Harvey Libby.
Markets & Investing
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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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