Financial Services - Kelowna, British Columbia, Canada
We are positioning ourselves to be the leading digital financial planning and money coaching firm in Canada. We are a growing team of experienced advisors who either have or are in pursuit of the globally recognized CFP designation. * We believe that in an increasingly digital world the companies who can use technology to enhance relationships and not diminish them will win. * We are inspired by the idea of a more generous world and focus on giving first, knowing that if we take care of our clients, they will in turn take care of us.* We believe in independence and strong training programs for our advisors who receive very generous compensation packages* We believe in our clients ability to create financial freedom much sooner than traditional advisors and we can show them how.* We believe in our people, we believe in our clients and we believe in you!
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