World Financial Group - Okanagan

Financial Service in Kelowna, BC · See Financial Service throughout British Columbia

Servicing Clients all across BC, Alberta. Offices in Calgary, Edmonton, Vancouver, Kelowna, Regina, Saskatoon Toronto, Ottawa, Montreal. No family should be left behind. As a financial broker, I am passionate about educating families on how money works within Canada. As debt to savings ratios increase each month for Canadians, more and more people are straying away from their financial goals, unable to have peace of mind for proper savings or retirement. In partnership with banks, investment firms and insurance companies, I have the ability to look at all aspects of an individuals situation and customize a strategy for proper protection, savings and investing. Not only are the needs for this type of service high, but we also have a shortage of financial advisor's. I am looking to expand and develop front-line leaders that value personal growth, financial education, and are passionate about helping families.
World Financial Group - Okanagan

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107-1664 Richter Street, V1Y 8N3

250-763-0067

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