Canadian Credit Union Association

ScotiaMcLeod in Kelowna, BC is a financial services firm that offers investment advice and wealth management services to individuals and businesses. With a team of experienced advisors, ScotiaMcLeod assists clients in creating personalized financial plans tailored to their unique goals and objectives. Generated from their business information

Canada Life Assurance Company in Kelowna, BC is a well-established insurance provider offering a range of financial products and services to individuals and businesses. With a focus on providing protection and financial security, the company aims to help its customers plan for the future and navigate life's uncertainties. Generated from their business information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.