Valley First

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.

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

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.