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Contact Us

Ron LeStage
Glenna Brown
Kim Gudmundson

Address
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5
Map

Other Locations

Westbank Office
101 - 3640 Gosset Road
Westbank, BC
V4T 2N4

Kelowna Office
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5

Penticton Office
195 Main Street, Suite 201
Penticton, BC
V2A 6K1

Welcome

Advisor - Client Belief
I believe that your selection of investment advisor has more of a financial impact on your future than your selection of investments!


Our Unique Value Proposition

We provide a pro-active, systematic approach to investing that is thorough and dependable which develops a solid financial plan that will give you peace of mind and help you achieve your financial goals.