Financial planning

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

 

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

 

Valley First CU

Is the time is right for mortgage refinancing?

Expert advice can help you realize your financial goals

  • Nov 23, 2020

 

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.