Gallagher-Insurance-Risk-Management-Consulting near Penticton BC (228 Result(s))

RBC Wealth Management has been helping clients build and preserve wealth for more than 100 years. We are one of the world’s top five largest wealth managers and a segment of Royal Bank of Canada (RBC), offering the discipline, strength and stability of Canada’s largest bank. Our approach is to build a team around you from more than 2,000 accredited professionals, each specializing in disciplines like Investment Management, Wealth Planning, Trusts, Wills and Estates, Business Owner Planning and Credit and Insurance. Guided by our values and our responsibility as stewards of our clients’ wealth, our advisors build trusted relationships with their clients that often last lifetimes. Explore how you can get Canada's largest and most comprehensive wealth manager working for you, your family, and your business.

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.

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.

Interior Savings Financial Services offer great investment options and smart financial advice. It?s good to have choices, and it?s great to have someone on your side to help you make the right ones. Our experienced, accredited investment experts will help you manage the money you have now so you can enjoy life your way. Whether you?re new to investing or a seasoned veteran, we?ll answer all your questions. Tell us your goals, short term and long term, and we?ll help you get there. Investing We have lots of ways to invest: TFSAs, RRSPs, RRIFs, RESPs, Mutual Funds* and Term Deposits , and the smart advice that will help you decide.

At BDO Debt Solutions in Kelowna, we believe everyone can get out of debt, turn the page, and live a debt-free life. BDO Licensed Insolvency Trustees are licensed by the federal government to provide consumer proposal and bankruptcy services, two legislated forms of debt relief. Along with our team of accredited insolvency counsellors, BDO Licensed Insolvency Trustees provide one-on-one counselling and dedicated support to help you reach your goals. Call us to schedule a free, no obligation consultation, where we will discuss all your options, including bankruptcy alternatives like debt consolidation, credit counselling and debt management. Debt is not the end of your story. Your next chapter is waiting.