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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
2023 Outlook with our Chief Economist
2/3/2023
Listen to our podcast with Eugenio Aleman.
Markets & Investing
Insights and Strategies
2/1/2023
And just like that, global equities are off to a strong start this year, rallying higher, similar to slingshot bands pulled to their max and then released.
Markets & Investing
Read
Watch Video
2023 Outlook: The Seventh Inning Stretch
1/26/2023
Watch our latest Client Insights webinar.
Markets & Investing
Quarterly Asset Allocation
1/12/2023
It’s usually during the seventh inning stretch when baseball fans rise and sing along to the unofficial anthem of North American baseball “Take Me Out to the Ball Game”.
Markets & Investing
Insights and Strategies
1/3/2023
It’s usually at this time of year when many of us begin to reflect on the past year and start to put together a list of new goals/desired behaviours for the upcoming one.
Markets & Investing
Listen
Celebrating the holidays when loved ones have Alzheimer’s or dementia
12/22/2022
Listen to our podcast with Neela White.
Markets & Investing
Listen
What is whole loan trading, what is this segment saying about markets overall?
12/19/2022
Listen to our podcast with John Toohig.
Markets & Investing
Listen
North American High Yield Debt
12/12/2022
Listen to our podcast with David Barcus.
Markets & Investing
Dividend Investing
12/2/2022
Listen to our podcast with Larbi Moumni.
Markets & Investing
Listen
Insights and Strategies
12/1/2022
It’s been a whirlwind year for most investors who have had to navigate through a challenging period full of elevated levels of volatility and high uncertainty. 
Markets & Investing
Looking forward with Institutional Equity Strategist Tavis McCourt
11/24/2022
Listen to our podcast with Tavis McCourt
Markets & Investing
Portfolio Strategy
11/18/2022
Ahead of the 2021 tax-loss selling season, we published our Portfolio Strategy report titled “Mo Money, Mo Problems”. Our goal with this piece was to help guide investors heading into year end with rebalancing their portfolios.
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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