Day Alice

Aura Wealth Management (AWM) creates bespoke wealth management strategies using sophisticated investment techniques for business owners, professionals and their families. With Raymond James Ltd. and Raymond James (USA) Ltd., AWM also provides solutions for Canadians, Americans, and dual-citizens with cross-border investment and financial planning needs. The AWM team has over 50 years of combined experience.

Fraser Financial Group, located in Kelowna, BC, operates as a full-service investment dealer under Aligned Capital Partners Inc. (ACPI), providing a range of investment management, financial planning, and insurance services through its distinct entities, including Fraser Barker Advisory Group and BC Barker Wealth Group Ltd. The firm emphasizes an evidence-based investment philosophy, focusing on controlling costs, tax efficiency, and global diversification, while ensuring that clients' assets are securely held by National Bank Independent Network (NBIN), a leading provider of custody and brokerage solutions in Canada. Generated from the website

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