Skip to content
Okanagan Wealth Management Group logoOkanagan Wealth Management Group logo
  • Home
  • Your Team
    • Your Team
    • Kelly Lindsey
    • Ashley Hilton
    • Kristy Carter
    • Our Partners
    • Our Investment Philosophy
    • Why Work With a CFP®
    • About Raymond James
    • Community Involvement
  • Our Clients
    • Our Clients
    • Business Owners
    • Families & Individuals
    • Retirees
    • Women Investors
    • Young Investors
  • How We Help
    • How We Help
    • Our Process
    • Education Planning
    • Estate Planning & Strategic Charitable Giving
    • Financial Planning
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
    • Trust Services
    • Sustainable Investing
  • Knowledge Centre
    • Knowledge Centre
    • Featured Articles
  • Contact Us
  • Client Access
  • Okanagan Wealth Management Group
    465 Ellis Street Penticton, BC V2A 4M1 T: 250.487.2000
    Map and Directions Map and Directions
Insights and Strategies
8/31/2023
As we move towards the end of the year, we continue to debate how this cycle will end, between the soft landing, mild recession, or deep recession scenarios.
Markets & Investing
ETFs and Mutual Funds – What are fund flows telling us?
8/22/2023
Listen to our podcast with Luke Kahnert.
Markets & Investing
Listen
Read
New Tax-Free First Home Savings Account
8/14/2023

What is the new tax-free First Home Savings Account (FHSA) and how may I benefit from it for the purchase of my first home?

Tax Planning
First Home Savings Account - Video
8/14/2023
A short video on First Home Savings Accounts.
Tax Planning
First Home Savings Account - Infographic
8/14/2023
Saving strategy for your first home.
Tax Planning
Read
10 common scams and how to avoid them
8/4/2023
Familiarize yourself with these common swindles.
Life Events, Lifestyle & Technology
Read
Navigating Generational Shifts in the Workplace
8/3/2023
The presence of five generations in a single workforce is shaking things up for business owners.
Business Ownership
Listen
Tips for the Solo Senior
8/1/2023
Listen to our podcast with Neela White.
Life Events, Lifestyle & Technology
Insights and Strategies
8/1/2023
As we continue to debate if Canada, the U.S., and/or the rest of the world, is in, going in, or able to avoid recession, we would like to examine a key driver of economic growth: consumer spending.
Markets & Investing
Read
facebooklinkedinenvelope

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

© 2025 Raymond James Ltd. All rights reserved.
Privacy | Advisor Website Disclaimers  |  Manage Cookie Preferences

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement  | Client Concerns.

© 2025 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

CIRO LogoAdvisor Report logoCIPF Logo

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences