John Russo - Raymond James

FocalPoint Financial Group, based in Kelowna, BC, specializes in personalized financial planning for a diverse range of clients, including business owners, professionals, families, and women facing unique financial challenges. Their experienced team, which boasts a variety of credentials, is dedicated to integrating personal and business objectives, allowing clients to confidently navigate life's transitions and achieve long-term financial goals. With a commitment to tailored strategies rather than one-size-fits-all solutions, FocalPoint aims to build wealth, minimize tax impact, and mitigate risk for its clients. Through complimentary consultations, the firm fosters partnerships that inspire financial confidence and support clients at every stage of their financial journey. Generated from the website

World Financial Group located in Kelowna BC is a health insurance company dedicated to providing a variety of financial and insurance solutions. With a focus on helping individuals and families secure their financial future they offer personalized services tailored to meet specific needs. The team at World Financial Group is committed to guiding clients through their options ensuring they make informed decisions for their well-being. Generated from this place's information

Springleaf Financial Group Inc. in Kelowna, BC, specializes in wealth and estate planning tailored to the diverse needs of individuals throughout their lives. The firm emphasizes the importance of a sound financial plan, customarily creating measurable and flexible strategies to help clients achieve their long-term goals and aspirations. Understanding that many people are experiencing longer retirement spans than their professional careers, Springleaf is dedicated to guiding clients toward finding balance amidst the complexities of modern life. Their mission is to simplify the journey to financial peace, empowering clients to realize their dreams through years of careful planning and dedication. Generated from the website