Ref Financial Ltd

At the Wealthy Tortoise we see our role as more than advisory. We can mentor you so that you understand your complete financial well-being and gain the level of control you need to keep walking steadily at your own pace.

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.

Landmark IV, nestled in the heart of Kelowna, BC, recognizes the pivotal influence of workspace ambiance and design on productivity and corporate identity. The architectural ingenuity and meticulous planning evident in our office buildings and the vibrant district encompassing them are all tailored to enhance the prosperity and satisfaction of our occupants. Within the Landmark District lies Landmark IV, a beacon of thoughtful design and functionality in Kelowna, BC. Acknowledging the profound impact of a conducive work setting on efficiency and organizational reputation, every facet of our office structures and the dynamic locale encircling them is orchestrated with the triumph of our tenants at the forefront. Generated using this place's available information