At Waypoint Advisory Group we understand the financial landscape is constantly changing and we are here to help our clients navigate their way to financial security. Just as a waypoint is a time to change course on a journey we are here to guide you along the way and make adjustments to ensure we find the best investment opportunities.
We work with individuals and families to address their financial lives in their entirety, by providing financial planning, tax planning, investment management, insurance, and estate planning services. We pride ourselves on being one of the Okanagan’s leading wealth management teams with highly skilled, licensed investment advisors. The goals of our clients are paramount and they are the focus of our practice. In addition, partnering with Raymond James Ltd., one of North America's leading full-service investment dealers with an extensive presence across Canada and the United States, gives us access to the best solutions available.
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., Member of the Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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