Edward Jones

Wealthy Tortoise Financial Group, located in Kelowna, BC, is dedicated to helping individuals build a secure financial future as they approach retirement and beyond. With a focus on determination and discipline, the firm aims to empower clients to strengthen their financial strategies and achieve their long-term goals. Offering a range of services, including personalized pension plans and innovative financial tools, Wealthy Tortoise Financial Group is committed to guiding clients through the complexities of financial planning. Their approach emphasizes a steady pace toward the finish line, ensuring clients feel supported every step of the way. Generated from the website

Credential Securities Inc, located in Kelowna, BC, is currently facing a temporary outage of its Beem Digital Banking services, including both the mobile app and online banking. The company is committed to restoring access promptly and emphasizes the importance of financial wellness for all its members. As a part of its mission, Credential Securities Inc, operating under the trade name Beem Credit Union, aims to enhance the digital banking experience for its users. The organization appreciates the support of its members as it works diligently towards building a reliable financial platform. Generated from the website

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