Financial Services

Commercial and Residential Mortgage Services.

#213-810 Clement Ave, Kelowna, BC  V1Y 0J7

250-859-3085  |  scott@bluetreemortgages.pro | www.bluetreemortgages.com

Mortgage advising, Home refinancing, Home purchases.

562 Glenmeadows Road, Kelowna, BC  V1V1X3

250-864-0585  |  steve.feist@CIBC.com 

Promotion: I would provide free advice anytime.

Specialists in heavy equipment and transportation loans and leasing. Customized asset backed finance to customers in North America. 

250-306-3632  |  james.carlson@corcap.ca  | crystal.carlson@corcap.ca  |  www.corcap.ca

I am a Financial Accountant here to help with your business needs including all aspects of bookkeeping, financial analysis, budgeting, profitability planning, excel modelling and internal controls and process development.

7376 Old Stamp Mill Road, Vernon, BC  V1H 1N2

403-650-6009  |  dexterconsulting@thedexters.ca or julie@thedexters.ca

Wholesale Payment Processing for Professionals

#200-3477 Lakeshore Road, Kelowna, BC  V1W 0A7

250-544-5344  |   craig@emilypay.com  | www.emilypay.com

I provide customized investing, financial planning advice specializing in retirement planning. As well as personal and group insurance solutions for individuals and small businesses.

#200-2899 30th Avenue, Vernon, BC  V1T 8G1

250-469-3435  |  jill.diemer@ig.ca  | www.advisor.investorsgroup.com/en/jill_diemer

Promotion: Complimentary consultation offered to Aberdeen Hall families.

Leda Chartered Professional Accountants Inc. is a professional accounting firm that goes beyond providing traditional accounting services. As a business owner you likely have many questions related to how to properly plan for retirement, maximize your wealth, and minimize your taxes. We take care of your financial wellbeing by providing professional advice that integrates the personal, business, and retirement components of life so that you can focus on what you love.

1502 Sutherland Avenue, Kelowna, BC  V1Y 5Y6

778-824-1230  |  jackie@ledacpa.ca  | www.ledacpa.ca

For more than a decade, Tori has worked with a diverse group of clients within the winery and agriculture industries as a member of MNP, one of the largest professional services firms in Canada. Tori helps clients with financial reporting, regulatory compliance, taxation, inventory costing, and farm income programs.

#1500-1700 Dickson Avenue, Kelowna, BC  V1Y 0L5

801-979-3162  |  tori.keiffer@mnp.ca  | www.mnp.ca

Macro analysis and equity investing blog.

778-477-1275  |  lansky.j@icloud.com  | www.nostraightlinesinvestments.com

Odlum Brown is an independent, full-service investment firm providing disciplined investment advice and objective, value-based research to help clients achieve their financial goals. For over 20 years, Portfolio Manager Jeremy Mason has counseled physicians, retired government employees, business owners and executives approaching retirement.

#1500–1631 Dickson Avenue, Kelowna, BC  V1Y 0B5

250-861-5700  |   jmason@odlumbrown.com  | www.odlumbrown.com

Member – Canadian Investor Protection Fund

At SWAN, as portfolio managers and certified financial planners, we specialize in helping individuals and families living in Canada and the United States.  We can manage wealth on both sides of the border and understand the tax and investment issues as a US person living in Canada.  

#500-1726 Dolphin Avenue, Kelowna, BC  V1Y 9R9

250-979-1805  |  john.woodfield@raymondjames.ca  | www.swanwealthcoaching.com

As a portfolio manager and personal growth enthusiast, I found many women had beliefs about money holding them back. I created a blog to empower purpose-driven women to have a positive money mindset and grow their wealth-building skills. 

tiffany@tiffanywoodfield.com  | www.tiffanywoodfield.com

Helping you with your holistic financial health. Providing personal and business advice for short and long term goals. 

#101-2395 Gordon Drive, Kelowna  V1W 3X7

250-980-8974  |  edavies@valleyfirst.com  | www.valleyfirst.com