Raymond James Ltd. Kelowna - Johnson Legacy

Raymond James Ltd. Kelowna - Johnson Legacy

1726 Dolphin Ave, Kelowna, British Columbia, V1Y 9R9, Canada
I have been an extremely happy client of Johnson Legacy (and more specifically, Jay Dowhaniuk) for ten years. I would consider Johnson Legacy to be a boutique wealth management practice for a select group of affluent clientele. By being focused in their client base I find that they are very accessible and have outstanding attention to customer service. Because they are an independent firm and not constrained by the "generic packages" that big banks offer, I feel like I have a lot of great options and flexibility in the types of funds that are available to me. Jay is an extremely honest and intelligent individual and I feel safe having my hard-earned savings under his watchful direction. As he always says to me "we are in the stay rich business, not the get rich business."

Raymond James Ltd

Raymond James Ltd

1726 Dolphin Ave, Kelowna, British Columbia, V1Y 9R9, Canada

Raymond James Ltd

Raymond James Ltd

1726 Dolphin Ave #500, Kelowna, British Columbia, V1Y 9R9, Canada

Tiffany Woodfield, SWAN Wealth Management, Raymond James Ltd.

Tiffany Woodfield, SWAN Wealth Management, Raymond James Ltd.

500-1726 Dolphin Ave, Kelowna, British Columbia, V1Y 9R9, Canada

Matte & Associates

Matte & Associates

Kelowna, British Columbia, V1W 3P3, Canada
Great communication and thorough. Highly recommended.

IPC Investment Corporation - The Fraser Financial Group, Kelowna, BC

IPC Investment Corporation - The Fraser Financial Group, Kelowna, BC

1708 Dolphin Ave #704, Kelowna, British Columbia, V1Y 9S4, Canada

CIBC Wood Gundy Kelowna Branch

CIBC Wood Gundy Kelowna Branch

1708 Dolphin Ave #Suite 1007, Kelowna, British Columbia, V1Y 9S4, Canada
No branch or ATM here! Ugh.

World Financial Group

World Financial Group

1708 Dolphin Ave, Kelowna, British Columbia, V1Y 9S4, Canada

Freedom 55 Financial A Division Of London Life Insurance Company

Freedom 55 Financial A Division Of London Life Insurance Company

1708 Dolphin Ave #406, Kelowna, British Columbia, V1Y 9S4, Canada
This is my office....where lots of good things happen 😀 By using critical illness, disability and life insurance I help families protect themselves from unexpected circumstances. Through the use of RRSP's and TFSA's I help people save and invest for the future. Through our parent company London Life we also offer mortgages at very competitive rates. I would be happy to discuss any financial concerns or needs that you have and to assist you in building a solid plan for you and for your family.

Fraser Financial Group

Fraser Financial Group

1708 Dolphin Ave, Kelowna, British Columbia, V1Y 9S4, Canada

Edward Jones - Financial Advisor: Charles Fullerton

Edward Jones - Financial Advisor: Charles Fullerton

1708 Dolphin Ave #Ste 810, Kelowna, British Columbia, V1Y 9S4, Canada

Nicola Wealth Management

Nicola Wealth Management

1632 Dickson Ave, Kelowna, British Columbia, V1Y 7T2, Canada

National Bank Financial

National Bank Financial

1632 Dickson Ave #500, Kelowna, British Columbia, V1Y 7T2, Canada
Don’t bother dealing with these clowns. By far the stupidest bank we’ve ever dealt with. Go with a bigger mainstream bank like BMO if you want good service!

Odlum Brown Limited

Odlum Brown Limited

Kelowna, British Columbia, V1Y 0B5, Canada

Certified Financial Planner Kelowna ~ C. Scott Turner, Investment Advisor

Certified Financial Planner Kelowna ~ C. Scott Turner, Investment Advisor

1631 Dickson Ave #Suite 1100, Kelowna, British Columbia, V1Y 0B5, Canada
Scott is respectful and kind and took the time to come up with a plan that addressed all of my financial goals. He is always available to answer my questions. I would recommend him to anyone.

ScotiaMcLeod

ScotiaMcLeod

1620 Dickson Ave, Kelowna, British Columbia, V1Y 9Y2, Canada

Canaccord Genuity Group Inc

Canaccord Genuity Group Inc

320-1620 Dickson Ave, Kelowna, British Columbia, V1Y 9Y2, Canada

WTA Financial - Insurance, Wealth and Employee Benefits Agency

WTA Financial - Insurance, Wealth and Employee Benefits Agency

1228 Cerise Dr, Kelowna, British Columbia, V1Y 9R8, Canada

Northbay Financial Svc

Northbay Financial Svc

298 Knightsbridge Way, Kelowna, British Columbia, V1V 2A9, Canada

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