Stewart Thomas Consulting

Union Securities LTD is a financial services firm based in Kelowna, BC, specializing in investment management and advisory services for individuals and businesses. With a focus on personalized financial strategies and risk management, Union Securities LTD aims to help clients achieve their long-term financial goals through sound investment decisions and expert guidance. Generated from their business information

Valley First is a financial institution based in Kelowna, British Columbia, offering a range of personal and business banking solutions, including accounts, loans, and investment services. They provide members with seamless access to online banking and a mobile app to manage accounts, make payments, and access e-statements even during postal service disruptions. With a commitment to enhancing financial well-being, Valley First also offers resources and advice on topics such as home ownership, money management, and fraud prevention. Their incentive programs, such as referral perks and competitive rates on term deposits, further support their members in achieving their financial goals. 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.