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Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
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.
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From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has all your Personal and Business Banking needs covered.
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has all your Personal and Business Banking needs covered.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
BDC is the only bank devoted exclusively to entrepreneurs. Our business centre’s mission is to help create and develop strong businesses in Kelowna through business loans, advisory services and indirect financing.
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