Raymond James Financial

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

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Continuum Client Contact Inc. is a client management company based in Kelowna, BC, specializing in providing personalized virtual call services for financial advisors. With over 10 years of experience, they offer dedicated Client Contact Associates who are trained to enhance appointment scheduling and sales activities. Their services include one-time meetings, automatic recurring appointment scheduling, and ongoing client contact, tailored to meet the specific needs of each financial advisor. Focused on professionalism and effective communication, Continuum ensures clients feel comfortable, as they do not collect private information during interactions. Generated from the website