Fulford Jeremy

Holliswealth is a financial services firm based in Kelowna, BC, offering a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning, Holliswealth aims to help clients achieve their long-term financial goals through strategic investment strategies and tailored advice. Generated from their business information

iA Private Wealth Inc., located in Kelowna, BC, is a recognized member of both the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Operating under the trademark and business name of iA Private Wealth, the firm is committed to delivering tailored financial solutions while prioritizing the security and satisfaction of its clientele. With a focus on best practices to prevent fraud and a dedication to client service, iA Private Wealth aims to build strong relationships that empower individuals in their investment journeys. The firm's team of qualified Investment Advisors offers a wealth of insights and personalized guidance to meet the diverse financial needs of their customers. Generated from the website

Jeff Fulford in Kelowna, BC specializes in wealth management, offering investment advisory services, retirement planning, insurance management, and corporate planning. With over 20 years of experience, they have assisted numerous clients in building and preserving their wealth. The firm focuses on creating personalized Master Action Plans for clients after understanding their financial goals and priorities. Through in-person strategic reviews twice a year, they continuously optimize clients' financial situations to ensure long-term financial security. Clients appreciate Jeff Fulford's professionalism, trustworthiness, and commitment to their financial well-being. Testimonials highlight the firm's dedication to providing tailored financial advice, proactive portfolio management, and ongoing support to help clients navigate their financial futures confidently. Generated from the website content