Speir Wealth

Oram Spelliscy Family Wealth Management, based in Kelowna, British Columbia, offers specialized financial services to individuals, families, businesses, and professionals. With a team boasting over 170 years of combined industry experience, the company focuses on guiding clients towards financial independence amidst market fluctuations and life challenges. From investment management to estate planning, the advisors at Oram Spelliscy work diligently to help clients navigate complex financial landscapes, avoiding costly errors and ensuring a tailored approach to meet each client's unique needs. Partnering with Raymond James, a respected industry leader, the firm prioritizes clients' interests and aims to provide a structured, personalized, and analytical process to achieve financial goals. With a commitment to building long-term relationships, the team at Oram Spelliscy aims to offer well-guided and well-guarded support for clients along their journey to financial independence, fostering a foundation of confidence, competence, and accountability in their approach to wealth management. 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.

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