Capri Wealth Management

Holliswealth in Kelowna, BC, a division of iA Wealth, is devoted to supporting clients on their financial journey with a wide array of wealth management services and investment solutions. They offer holistic wealth planning, investment funds, and capital market services to help individuals achieve their financial goals. Through Investia, they provide tailored wealth planning solutions with a network of independent investment fund representatives, managing over $63 billion in assets. iA Private Wealth delivers personalized wealth management solutions for individuals, families, and business owners, overseeing more than $62 billion in assets under administration. iA Clarington, part of iA Wealth, offers actively managed investment solutions through a diverse range of strategies, managing over $22 billion in assets. iA Capital Markets, combining high-touch service with a broad scope, provides tailored solutions for investor and corporate clients, including underwriting, M&A advisory, and global securities market access. Generated from the website content

At Western Financial Group - Kelowna Insurance Broker, we’ve been helping Canadians protect what matters most for over 100 years. As Canada's Insurance Broker, we offer personalized coverage for Home Insurance, Car Insurance, Business Insurance, Farm Insurance, Life Insurance, and more. We compare rates from top insurers across Canada to find the best insurance coverage that fits your needs and budget. With over 1 million customers served nationwide, we’re a trusted insurance broker in the Kelowna area, serving our Kelowna community with straightforward advice, competitive pricing, and reliable service every step of the way.

Terri Campbell is an Account Manager specializing in small business solutions in Kelowna, BC, catering to the unique financial needs of local entrepreneurs. Her expertise helps clients navigate various banking services, ensuring they receive tailored support for their business growth. The firm emphasizes accessibility and a personalized approach, making it easy for clients to connect with dedicated account managers. They offer a diverse range of services in multiple languages, reflecting the community's multicultural landscape. Generated from the website