1867 PRIVATE WEALTH MANAGEMENT

A relationship with 1867 Private Wealth Management is a blend of distinction, commitment, and integrity. Located in scenic Kelowna, B.C., 1867 Private Wealth Management is an upscale boutique independent financial advisory group within Raymond James Ltd., integrating elite services with a world-class investment firm in a private office setting... Selecting an investment advisory team is one of the most important decisions you can make. 1867 Private Wealth Management concentrates on creating value for our clients by delivering superb advice and exceptional service, always with our clients' best interests in mind. We work closely with wealthy individuals and families, successful business owners, executives, professionals and retirees. 1867 Private Wealth Management is uniquely positioned to benefit estates, trusts, private holding companies and charitable foundations.

Primary location: Kelowna Canada