Find My Advisor

Find an Investment Advisor

Our dedicated team of professionals is here to help contribute to your success, with solutions-oriented experience and expertise for all of your investment needs.

 

Kelowna

• Le Stage Investment Group, LinkedIn, Twitter  

• Tammy Mercer, CIWM, FCSI®, LinkedIn  

• David Russell, MBA, CFP, CIM,  LinkedIn, Twitter  

• Jaime Torres, LinkedIn  

 

Cranbrook

• David and Dale Stypula, LinkedIn  

 

Penticton

• Lori Gordon, CFP, CIM, FCSI, LinkedIn  

 

Vernon

• The Amies Wealth Advisory Group, LinkedIn  

• Matthew Brown, LinkedIn