Edwards-Knutson Wealth Advisors National Bank Financial on Our Okanagan:

Advise, invest and protect.

In today's world, the complexity of financial decisions can be overwhelming.  Working with a limited number of families, we provide integrated, unbiased wealth managment advice to help you achieve your financial goals.  

 

Experience has no substitute. 

With cummulative industry expereience of more than 50 years and advanced education & training across multiple wealth related fields, our team has a deep understanding of financial planning, portfolio managment and estate planning.

 

More than just investing.

To help you find the best plan forward, each investment decision incorporates a broad range of factors including personal goals, risk factors, tax implications and estate considerations.   

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Edwards-Knutson Wealth Advisors National Bank Financial

Address #500 1632 Dickson Avenue

Kelowna, BC
V1Y 7T2
(View Map)
Phone (250) 717-5538
Fax
Business
Keywords
investment advisor wealth management financial planning mutual funds insurance stocks etf
Key Contact
Email debbie.hoyland@nbc.ca
Website edwards-knutson.ca
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Description

Advise, invest and protect.

In today's world, the complexity of financial decisions can be overwhelming.  Working with a limited number of families, we provide integrated, unbiased wealth managment advice to help you achieve your financial goals.  

 

Experience has no substitute. 

With cummulative industry expereience of more than 50 years and advanced education & training across multiple wealth related fields, our team has a deep understanding of financial planning, portfolio managment and estate planning.

 

More than just investing.

To help you find the best plan forward, each investment decision incorporates a broad range of factors including personal goals, risk factors, tax implications and estate considerations.   

What We Offer

Financial Planning, Investment Advice, Insurance and Estate PlanningFinancial Planning, Investment Advice, Insurance and Estate Planning

We provide holistic wealth managment advice that incorporates all the important financial aspects of our client's lives.

This business did not post any Updates, Events or Sales/Promotions.

There are no job/volunteer opportunities available at the moment.

There are no Request for Proposals available at the moment.

There are no Investment Opportunities available at the moment.