Kristy Carter - Okanagan Wealth Management Group of Raymond James Ltd.

Kristy Carter - Okanagan Wealth Management Group of Raymond James Ltd. Kristy has been working in the financial services field for over 30 years and has lived in the Okanagan Valley since 1996.

Kristy is committed to helping you achieve your financial goals and is currently accepting new clients.

A four‑leaf clover is great… but a well‑balanced portfolio? That’s real magic.🍀www.OkanaganWealth.ca
03/17/2026

A four‑leaf clover is great… but a well‑balanced portfolio? That’s real magic.🍀
www.OkanaganWealth.ca

Helping your kids buy their first home doesn’t have to mean writing a big cheque. Often the real value comes from guidan...
03/12/2026

Helping your kids buy their first home doesn’t have to mean writing a big cheque. Often the real value comes from guidance, planning, and a smart strategy.

Parents can help their kids buy a first home without risking their own finances. Explore smart strategies, from FHSAs to co-signing and family loans.

Investment choices help build your future. Let's review your options together.www.OkanaganWealth.ca
03/11/2026

Investment choices help build your future. Let's review your options together.
www.OkanaganWealth.ca

Your retirement plan deserves steady attention.
03/06/2026

Your retirement plan deserves steady attention.

We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.

With the unfolding military conflict in Iran, we have already seen a spike in energy prices and volatility in equity mar...
03/05/2026

With the unfolding military conflict in Iran, we have already seen a spike in energy prices and volatility in equity markets.

raymondjames.ca

Address

465 Ellis Street
Penticton, BC
V2A4M1

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+12504872000

Website

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