Okanagan Wealth Management Group of Raymond James Ltd.
465 Ellis Street V2A 4M1 Penticton, BC, Canada

I had a university professor who used to say this. What it means is that the stock market moves all around some days up and some days not. Over time it always goes higher.

CFO. Caregiver. Eclipse chaser. If there's one thing we all share, it's that our lives are all unique. A life well planned allows you to live your life. Learn more at www.lifewellplanned.com

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Happy Mother’s Day!

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https://ca.finance.yahoo.com//raymond-james-ceo-short-sell

Your mid week Buffett www.OkanaganWealth.ca #investingisfun #okanaganwealth

Here's a great year ahead! #penticton #okanaganwealth #okgn

2021 Outlook: A Return to Normal? Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for investors in the coming year. https://go.rjf.com/35X2Sqa

It is a great time to review your plan and make whatever revisions might be indicated. Here are 12 suggested resolutions that, if followed, will go a long way toward helping to ensure that your later years will be financially secure #LifeWellPlanned https://www.rjsocialmedia.com/aDjiag

Move day went great! We are officially in the new space now.

Merry Christmas!

"We're a lot more optimistic now about the course of 2021," says Chief Economist Scott Brown. Watch. More economic insights here: https://go.rjf.com/2SF8TBW

Beautiful skies as we start to move a few things across the road to the new office. . Official move day is December 29th.

Enjoy your quiet day of rest and remembrance

We've had a few conversations today with clients about when is the best time to invest. #penticton #okanaganwealth #stayinvested

Guess what we ordered for the new office?! This will be the back wall behind the reception desks.

A new all time high in the markets today Happy Monday, here's to a great week ahead!