World Financial Group

Springleaf Financial Group Inc. in Kelowna, BC, specializes in wealth and estate planning tailored to the diverse needs of individuals throughout their lives. The firm emphasizes the importance of a sound financial plan, customarily creating measurable and flexible strategies to help clients achieve their long-term goals and aspirations. Understanding that many people are experiencing longer retirement spans than their professional careers, Springleaf is dedicated to guiding clients toward finding balance amidst the complexities of modern life. Their mission is to simplify the journey to financial peace, empowering clients to realize their dreams through years of careful planning and dedication. Generated from the website

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

Canada Life Assurance Company in Kelowna, BC is a well-established insurance provider offering a range of financial products and services to individuals and businesses. With a focus on providing protection and financial security, the company aims to help its customers plan for the future and navigate life's uncertainties. Generated from their business information