Wealthy Tortoise Financial Group

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.

FocalPoint Financial Group, based in Kelowna, BC, specializes in personalized financial planning for a diverse range of clients, including business owners, professionals, families, and women facing unique financial challenges. Their experienced team, which boasts a variety of credentials, is dedicated to integrating personal and business objectives, allowing clients to confidently navigate life's transitions and achieve long-term financial goals. With a commitment to tailored strategies rather than one-size-fits-all solutions, FocalPoint aims to build wealth, minimize tax impact, and mitigate risk for its clients. Through complimentary consultations, the firm fosters partnerships that inspire financial confidence and support clients at every stage of their financial journey. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.