Financial planning

Kelowna City Hall. (Black Press file photo)

City staff look to invest in Kelowna’s ‘strong financial health’

Staff will showcase a new financial health dashboard to council at its Feb. 13 meeting

 

Money is removed from an ATM in Montreal, Monday, May 30, 2016. A new poll finds one-third of Canadian households say their financial situation has worsened over the last year. THE CANADIAN PRESS/Ryan Remiorz

1/3 of households say they’re financially worse off compared to year ago: poll

‘People … in lower income brackets are finding the pinch particularly difficult…’

 

Falling Canadian dollars coins or loonies are pictured in North Vancouver, B.C. Wednesday, May 29, 2019. As inflation continues to take its toll, some Canadians may also start taking a closer look at their spending habits.THE CANADIAN PRESS/Jonathan Hayward

Budgeting for the first time amid soaring inflation? Here are some tips

As inflation continues its gallop, some Canadians taking a closer look at their spending habits

 

Ramy Rayes, BCI’s Executive Vice President of Investment Strategy & Risk. Derek Ford photo

2022 marks successful year for B.C.’s public sector pension investment manager

BCI invests on behalf of 31 public-sector pension plans, insurance funds and special purpose funds

  • Aug 1, 2022
Ramy Rayes, BCI’s Executive Vice President of Investment Strategy & Risk. Derek Ford photo
(File photo/Black Press Media)

Kelowna taxpayers on the hook for extra RCMP costs billed to city

This year’s tax increase works out to an extra $86.47

(File photo/Black Press Media)
Financial wealth manager Dale Lamb. Photography by Lia Crowe

Financial planning pro Dale Lamb

A passion for education clients in wealth management

  • Jul 26, 2021
Financial wealth manager Dale Lamb. Photography by Lia Crowe
To make sure your investments are on the right track, a second opinion is crucial, and the experts at Valley First are here to help!

One size fits all for financial planning? No thanks!

Local credit union brings a tailored approach to meet help you meet your financial needs

  • Jan 18, 2021
To make sure your investments are on the right track, a second opinion is crucial, and the experts at Valley First are here to help!
Valley First CU

Is the time is right for mortgage refinancing?

Expert advice can help you realize your financial goals

  • Nov 23, 2020
Valley First CU
A loss of revenue due to facility closures is being looked at in Lake Country. (File photo)

COVID-19 throws a curve ball at Okanagan district’s finances

Reduced revenues halt funding for the remainder of the year

A loss of revenue due to facility closures is being looked at in Lake Country. (File photo)
Tanya Wilson, a Kelowna-based financial advisor with Raymond James Ltd., says clients are less likely to make emotional mistakes when they can see the long-term plan, and know they’ve planned for all contingencies.

When planning for your future, DIY isn’t always the best idea

What’s the value of good advice? When it comes to your investments,…

  • May 18, 2020
Tanya Wilson, a Kelowna-based financial advisor with Raymond James Ltd., says clients are less likely to make emotional mistakes when they can see the long-term plan, and know they’ve planned for all contingencies.
Tanya Wilson with Kelowna Raymond James office branch manager, Brendan Willis.

Why emotions and investing don’t mix

Kelowna advisor shares why understanding your investment risk tolerance is vital

  • May 4, 2020
Tanya Wilson with Kelowna Raymond James office branch manager, Brendan Willis.