Gallagher-Insurance-Risk-Management-Consulting near Kamloops BC (367 Result(s))

we provide you with as many resources and tools as possible in one spot so to try and help make the home buying experience as easy as possible.

At Raymond James, we take a conservative, disciplined approach to managing clients’ wealth, leveraging our strong platform to offer Canadians the best investment products, services, and advice.

Capri Insurance started in Kelowna in 1975 with 6 people and a handful of clients. Today Capri Insurance and its affiliates serve 100,000 clients with over 300 people in 12 offices throughout the Interior of British Columbia and 1 office in Greater Vancouver. Capri Insurance is licensed across Canada and through partnerships in Quebec. We have grown substantially because we have stayed in tune and responded to the need for service, convenience and innovation. Specializing in Business Insurance and Personal Insurance programs including Employee Benefits and Wealth Management at Capri Insurance we truly have you covered. Capri Insurance continues to invest in technology to reduce the overhead for insurers and ourselves which enables us to reward our clients with competitive products while maintaining a high level of personalized service. When a loss does occur, our claims department is geared to respond by handling claims with efficiency and sensitivity, 24 hours a day.

Kilburn Ogilvie Waymann Investment ManagementKelowna, BC, CanadaCONTACT USKilburn Ogilvie Waymann Investment Management Ltd. (KOWIM) has been serving higher networth clients and their businesses since 1994. We strive to provide completely independent, proactive and creative, but practical wealth management for our clients. We act as a Personal Investment Manager to ensure that all of the investment, financial, and planning needs of our clients are met. Our service is personalized to take into account longterm goals, time horizon, liquidity requirements, specific tax position, and risk profile.Our objective is to represent our clients in the financial markets in an impartial, conservative, creative, and costeffective manner. Our clients benefit from a full service firm where compensation is on a flat fee basis, rather than on trading commissions or third party management fees. Therefore there is no conflict of interest.Combined with this objective, we intend to deliver a high level of expertise that proactively puts the pieces of the wealth management puzzle together.

Capri Insurance started in Kelowna in 1975 with 6 people and a handful of clients. Today Capri Insurance and its affiliates serve 100,000 clients with over 300 people in 12 offices throughout the Interior of British Columbia and 1 office in Greater Vancouver. Capri Insurance is licensed across Canada and through partnerships in Quebec. We have grown substantially because we have stayed in tune and responded to the need for service, convenience and innovation. Specializing in Business Insurance and Personal Insurance programs including Employee Benefits and Wealth Management at Capri Insurance we truly have you covered. Capri Insurance continues to invest in technology to reduce the overhead for insurers and ourselves which enables us to reward our clients with competitive products while maintaining a high level of personalized service. When a loss does occur, our claims department is geared to respond by handling claims with efficiency and sensitivity, 24 hours a day.

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