Whenever you need us, we're here for you and your financial planning needs
Choose one (or several) of the many ways to get in touch
Get in touch!
Have a question? Concern? Request? We’d love to hear from you. Connect with us through the following ways.
312 - 1890 Cooper Road
Kelowna, BC V1Y 8B7
Contact us to set up a video appointment
10:00 a.m. to 3:00 p.m, Monday - Thursday
How to find us
From downtown Kelowna, drive north on Hwy 97/Harvey Ave. Turn right onto Cooper Rd, then turn right again at the first set of lights. Our office is in Orchard Plaza, the tallest building across from Orchard Park Mall, next to Red Robin.
We are located on the top floor on the mall-facing side of the building. Turn left once you exit the elevator, then take the next left and you'll find us at the end of the hall on the left-hand side.