RBC Wealth Management

IG Wealth Management in Kelowna, BC offers financial planning and advisor services to assist clients in navigating market volatility and achieving their investment goals. Their team provides insights through the Living Market podcast and personalized financial advice tailored to individual needs. From retirement planning to investment solutions, mortgage strategies, estate planning, and tax efficiency, IG Wealth Management offers a comprehensive range of services to help clients secure their financial future. Clients can also benefit from cash management solutions, insurance advice, and business ownership guidance to maximize financial success. By focusing on client relationships and utilizing industry-leading tools like the IG Living Plan, IG Wealth Management creates customized financial plans that evolve with clients' changing needs. With a commitment to providing powerful advice and investment solutions, IG Wealth Management aims to help clients reach their financial goals and adapt to life's transitions. Generated from the website content

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.