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Retirement & Wealth Planning for Okanagan Families and Professionals

Clarity. Confidence. A financial plan built around your life - not the markets

Why People in the Okanagan Choose Us 

Life in the Okanagan is unique - your financial plan should be too. We help individuals, families, and business owners build wealth with a clear, personal, and disciplined approach. 

What You Can Expect:

• Straightforward advice without jargon
• A plan built around your goals, not generic templates
• A long-term partnership with someone who knows your story
• A disciplined investment process backed by a world-class institution
• A local advisor who understands the Okanagan Lifestyle, economy, and retirement landscape

Who We Help

Retirees & Pre-Retirees

Make the transition into retirement with confidence, predictable income, and a plan that supports the life you want.

Professionals & Families

Build long-term wealth with a clear strategy for saving, investing, and protecting what matters most.

Business Owners

Tax-efficient strategies, succession planning, and investment guidance tailored to entrepreneurs in the Okanagan

What We Help You Solve

You may be asking yourself:

• “Do I have enough to retire comfortably?”
• “How do I protect my investments in volatile markets?”
• “What’s the best way to reduce taxes in retirement?”
• “How do I turn my savings into reliable income?”
• “Am I making the right decisions for my family’s future?”

If these questions sound familiar, you’re in the right place.

Our Process: Simple, Clear, and Personal

1. Discovery

We learn about your goals, values, and financial picture.

2. Personalized Plan

You receive a clear, actionable roadmap tailored to your life.

3. Implementation

We put your plan into motion with disciplined, evidence‑based strategies.

4. Ongoing Guidance

Life changes — your plan should too. We stay with you every step of the way.

What Clients Say

"Robert gives great advice and takes the time to make sure we are invested in a way that matches our comfort level and financial goals. He always makes himself available by phone or email and will meet us wherever is most convenient for our schedule. If I can’t get a hold of Robert his assistant Felicia is always a pleasure to deal with. I would recommend Robert to anyone who is looking for someone trustworthy and truly puts his clients’ interests first’"

Marcel

"Robert is thorough and knowledgeable of our options in the investing world. We are not experts in this area, but Robert is and steers us to the best options available to us to maximize our outcomes. I strongly recommend Robert for anyone’s investment needs."

Rene & Andrea

"My husband and I have been investing since the early 90’s. We have had several Financial Advisers over the years. Robert is the best. Immediately we felt a connection with Robert. He is very genuine, personable and friendly as well as has a great wealth of knowledge on all the investment types that suit our needs and comfort zone. In addition to reassessing the funds we had and making changes that suited our needs and comfort level, he also helped us get started in setting up direct Investing accounts so that we could buy stocks on our own. Robert gives great advice and I love that he is happy to discuss stocks with us in addition to mutual funds etc. We have had some great conversations. When Robert told us that he was leaving another leading firm and moving to CIBC, we moved our Wealth portfolios with him. Robert stays up to date on world events that have influence that can impact the markets and suggests changes to our investments when prudent to do so. He is very thorough in his explanations, takes the time to explain things in terms that we can understand. He is very patient. He aways makes himself available via phone, email or in person. He is trustworthy and always puts his clients first. We highly recommend Robert to all investors whether new to investing or seasoned investors and all in between."

Laureen & Norm

Ready to Get Started?

Whether you’re planning for retirement, growing your wealth, or looking for clarity in uncertain markets, the first step is a conversation.

Use the form below to book your Free Consultation
No pressure. No obligation. Just a helpful conversation about your goals.