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We believe not only in giving back, but in giving of ourselves – and that true wealth in life can also be measured by one’s compassion and generosity. Over the years, members of our team have given of themselves to do their part in giving back to the community. Some of the latest causes we support include:
Mastering Financial Management
Advance Care Planning
- Clearwater Wealth Management: 810 Clement Ave Unit 106 Kelowna, BC V1Y 7C9
- T: 877.442.7767
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
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