C & R Financial Group

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Ginetz Private Wealth of RBC Dominion Securities Inc. specializes in detail-oriented investment solutions, offering clients superior financial advice backed by over 20 years of experience in the financial services industry. The team is composed of collaborative investment experts who combine empathetic counsel with unparalleled technical expertise to craft personalized strategies that align with individual client goals. With a strong focus on the unique financial situations of their clients, Ginetz Private Wealth prioritizes accountability and simplicity in their approach to investing. Their dedicated investment committee consists of independent globally recognized experts who provide world-class portfolio guidance, ensuring clients achieve peace of mind and an expert edge in all aspects of their financial lives. Generated from the website

Stonecastle Investment Management Inc is a financial services firm based in Kelowna, BC, specializing in investment management and financial planning for individuals and businesses. With a focus on long-term wealth management strategies, Stonecastle provides personalized solutions tailored to meet the unique financial goals and objectives of their clients. Generated from their business information