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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
Philanthropy, Raymond James Canada Foundation and RJ Cares
5/31/2023
Listen to our podcast with Eric Saarvala and Sarah Brillinger.
Life Events, Lifestyle & Technology
Transferring the family business and estate planning
5/16/2023
Listen to our podcast with Damian McGrath.
Retirement & Estate Planning
Listen
Listen
Financial Planning Myths
5/3/2023
Listen to our podcast with Ines Iraoui.
Retirement & Estate Planning
Aging in place
4/4/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning
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
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Canadian Diversified Financials | Stephen Boland, Equity Research Analyst
3/15/2023
Listen to our podcast with Stephen Boland.
Markets & Investing
Listen
Corporate sustainability/ESG | Eric Saarvala, Raymond James Canada Foundation
3/10/2023
Listen to our podcast with Eric Saarvala.
The Advantaged Investor
Listen
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
A discussion about opportunities in the Canadian energy sector
2/17/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing
Listen
Markets so far in 2023 and where they may be heading
2/9/2023
Listen to our podcast with Nadeem Kassam.
Markets & Investing
2023 Outlook with our Chief Economist
2/3/2023
Listen to our podcast with Eugenio Aleman.
Markets & Investing
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
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The future at your fingertips

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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