Okanagan Wealth Management Group of Raymond James Ltd.

Okanagan Wealth Management Group of Raymond James Ltd. We are a financial advisory team based in the Raymond James Ltd Penticton office social media disclaimer:
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06/12/2026
Join us in wishing Kristy a very Happy Birthday!  And another awesome trip around the sun!  🎂🥳
06/11/2026

Join us in wishing Kristy a very Happy Birthday! And another awesome trip around the sun! 🎂🥳

Growing money is only fun if you get to keep most of it!
06/04/2026

Growing money is only fun if you get to keep most of it!

If your tax return didn’t go as well as it could have — and you think your portfolio might be part of the story — send u...
06/03/2026

If your tax return didn’t go as well as it could have — and you think your portfolio might be part of the story — send us a message!

Address

465 Ellis Street
Penticton, BC
V2A4M1

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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