Kelowna Financial Planning Centre

Capri Wealth Management, located in Kelowna, BC, offers a specialized service in community document management through its innovative Stonecroft platform. The company effectively utilizes the newly implemented stonecroft-doc.ca server to streamline and enhance documentation processes. By focusing on efficient documentation management solutions, Capri Wealth Management aims to provide its clients with accessible and organized resources. Their commitment to leveraging new technology supports a seamless experience for managing important community documents. Generated from the website

Holliswealth in Kelowna, BC, a division of iA Wealth, is devoted to supporting clients on their financial journey with a wide array of wealth management services and investment solutions. They offer holistic wealth planning, investment funds, and capital market services to help individuals achieve their financial goals. Through Investia, they provide tailored wealth planning solutions with a network of independent investment fund representatives, managing over $63 billion in assets. iA Private Wealth delivers personalized wealth management solutions for individuals, families, and business owners, overseeing more than $62 billion in assets under administration. iA Clarington, part of iA Wealth, offers actively managed investment solutions through a diverse range of strategies, managing over $22 billion in assets. iA Capital Markets, combining high-touch service with a broad scope, provides tailored solutions for investor and corporate clients, including underwriting, M&A advisory, and global securities market access. Generated from the website content

The Canadian Association of Professionals in Regulatory Affairs (CAPRA) is dedicated to enhancing the professional development and career opportunities of its members across various stages of their careers. By fostering learning, networking, and professional excellence, CAPRA aims to build strong relationships with governmental agencies, scientific experts, and industry educators. CAPRA offers a range of membership benefits, including exclusive insights on regulatory affairs, access to job listings, and opportunities for volunteering. The organization also hosts events such as webinars and symposia to provide members with valuable insights and practical knowledge in navigating the complexities of regulatory affairs in Canada. Generated from the website