Ingenium Financial Services
1060 Manhattan Dr # 210 V1Y 9X9 Kelowna, BC, Canada

Join Bruce and I as we discuss private market investments in our video conference. As retirement income specialists and experts, not only will we reveal to you investments that are not available through traditional means, but you can also interact with us and ask any questions that you may have. Register today to join Bruce and I, along with investment professionals as guests, in our Sip and Learn event on August 12th from 4:00 - 5:00 pm and we’ll help you change the way you ...think about investing! The first 50 people to register (in the Kelowna area) will have a free bottle of wine from VOLCANIC HILLS ESTATE WINERY delivered to them prior to the event. Cheers and see you then! https://8wwsje4u.pages.infusionsoft.net/

How To Rethink Investing... Join the Live Sip & Learn with Bruce & Bernie on Wednesday, July 8th at 4:00 pm. The first 50 people to register (in the Kelowna area) will receive a free bottle from House of Rose Winery delivered to them prior to the event.... Follow the link here to register: https://lnkd.in/gp-KWfM

Come and join us for our first Sip and Learn event. Next week, May 27th between 4 pm and 5 pm. This is a great opportunity to hear from our guests Geoff LaFleur and Dr. Jason Neale, experts when it comes to investment opportunities. The first 50 registrants receive a free bottle of wine, delivered to your doorstep during these socially distanced times.... Register on Eventbrite to hear the conversation around "Investment during turbulent times". Visit the event page for more information: https://bit.ly/3bReXxj Cheers and see you then!

"We wanted someone who would be open, honest and upfront. Someone who would be patient and understanding with us as we worked towards a strong, trusting relationship."

"We build relationships. We build trust. We get to know our clients." This is how we helped a client of 10 years plan for her future, and get back on track with her investment goals.