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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
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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
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Men, the Home and Gender Equity
3/22/2023
March is Women’s History Month.
Life Events, Lifestyle & Technology
Read
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
Read
Which Pension Option is Best for Me?
Good news! As part of the many years devoted to your employer, you have accumulated a substantial defined benefit pension.
Retirement & Estate Planning
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
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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
The Season of Giving: Why Having an Estate Plan is a Gift to Others
1/9/2023
The holiday season is a time when most of us enjoy time with our family.
Retirement & Estate Planning
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
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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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