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Conseillers en planification financiere near East Kelowna BC (166 Result(s))
At Raymond James, we take a conservative, disciplined approach to managing clients’ wealth, leveraging our strong platform to offer Canadians the best investment products, services, and advice.
The phone number for this merchant may have changed recently
The phone number for this merchant may have changed recently
Looking for a better mortgage solution?WE CAN HELPApply NowAfter over 20 years in the mortgage/lending industry with a major Canadian Chartered Bank, including Managing one of the largest retail lending operations in British Columbia, Lesley (AMP) decided to pursue a career as a Mortgage Broker. Having successfully completed the B.C. Mortgage Brokers course, Lesley (AMP) was licensed in 1994. In 1997 Lesley decided to pursue her goal of having her own firm and formed Creative Mortgage Corp. Since that time, Creative Mortgage has grown to be one of the largest Mortgage Brokerage firms in the City of Kelowna. Lesley has an excellent relationship with over 30 lending sources across Canada and can match your particular needs with the best lending source. Whether you are purchasing your first home, doing major renovations, purchasing a revenue property, or that dream vacation home, Lesley and Creative Mortgage are 'Your Key to Home Ownership.' Lesley has established herself as the #1 Broker for purchases at Big White Ski Resort.
Schedule a MeetingWe offer sophisticated wealth management strategies that help business owners, professionals and other high net worth individuals reach their financial goals.We understand every situation is unique and knowing more about yours will help us serve you better. Which of the following describes your situation best?
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To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
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