Community Involvement


The idea of putting others first comes naturally to us, from our clients to our neighbours - it's the right thing to do. You'll find us giving back in countless ways, rolling up our sleeves and pitching in to support the organizations that help this community thrive. We invite you to learn more about the educational, civic, social and philanthropic endeavors we support with our time, energy and expertise. If you'd like to be involved, please feel free to contact us to learn more about upcoming events.

heart and stroke foundation logo
prostate cancer foundation logo
rotary logo
KGH foundation logo
Hospice COHA logo
kelowna pride logo
Advocacy Canada

The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham