Wealthy Tortoise Financial Group

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1014 Glenmore Dr # 201
Kelowna, BC V1Y 4P2
+1 (250) 717-8800
http://www.wealthytortoise.ca

Wealthy Tortoise Financial Group, located in Kelowna, BC, is dedicated to helping individuals build a secure financial future as they approach retirement and beyond. With a focus on determination, discipline, and a steady pace, the firm aims to empower clients to strengthen their financial well-being.

Offering a range of services, including personalized pension plans and innovative financial tools, Wealthy Tortoise Financial Group is committed to guiding clients through their financial journey. Their approach emphasizes collaboration and a tailored strategy to ensure that clients can confidently reach their financial goals.

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Wealthy Tortoise Financial Group
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Wealthy Tortoise Financial Group

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 - Financial Advisor: Danny JD Der, CFP®
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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.
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