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  • Scotia Wealth Management Website
    (250) 868-5504
    1620 Dickson Avenue, Kelowna, BC V1Y 9Y2

    Scotia Wealth Management offers a team-based approach to comprehensive wealth management, addressing family, business, and future financial needs through Total Wealth Planning, investment management, insurance solutions, estate and trust services, and private banking. The firm emphasizes personaliz…

  • David Allard - The Navigation Team - ScotiaMcLeod - Scotia Wealth Management Website
    (250) 868-5525
    1620 Dickson Avenue, Suite 600, Kelowna, BC V1Y 9Y2

    Since 2006, The Navigation Team has helped clients achieve long-term goals through wealth and portfolio management, diversifying investments, navigating market risks, maximizing gains, and protecting assets. Serving affluent individuals, professionals, and entrepreneurs, the team offers expertise i…