Global Securities

Edward Jones - Dean Widney is a financial services firm based in Penticton, BC, specializing in personalized investment strategies for individuals and families. With a focus on long-term financial planning and wealth management, the team at Edward Jones - Dean Widney works closely with clients to help them achieve their financial goals. Generated from their business information

Raymond James in Penticton, BC is a financial services firm that offers a range of investment and wealth management services to individuals and businesses. With a focus on personalized financial planning and investment strategies, Raymond James aims to help clients achieve their financial goals and secure their future. Generated from their business information

Assante Wealth Management in Penticton, British Columbia, is dedicated to helping Canadian families create wealth and prosperity. With over 30 years of experience and a network of experienced wealth management teams, Assante simplifies the wealth planning process to meet your life goals. Assante advisors provide personalized wealth management strategies tailored to your financial milestones. From investment services and risk management to tax planning and estate planning, they offer a comprehensive approach to ensure your financial security and a smooth transition of wealth. Their services also include retirement planning and charitable giving to align your wealth with your values. Generated from the website content