investment service in Penticton

It's never been more important to work with a financial advisor; someone who lives and breathes investments. Someone who can take all the loose ends and tie them together.

CIBC Wood Gundy is one of Canada's leading full-service investment management firms

Celebrate your story

Representing The Co-operators. We provide insurance for Home, Tenant, Business - Commercial and ICBC Car Imsurance.

For nearly 70 years, we've been providing British Columbians with the products, services and advice they need to achieve their financial goals.

For nearly 70 years, we've been providing British Columbians with the products, services and advice they need to achieve their financial goals.