Upcoming Events

Bruce and Bernie are pleased to invite you to attend an educational evening.

“We love building long term relationships with our clients. and We would like the opportunity to share the strategies we have discovered to help you develop a plan that fits your personal dreams and goals.”

Sip & Learn

How To Rethink Investing..."


Wednesday, October 14, 2020, 4:00 PM PST.   

If you’re one of the first 50 registrants in the Kelowna area for our fifth Sip and Learn event, you will receive a free bottle of wine from Quails’ Gate Estate Winery delivered straight to you so you can enjoy it during the event!

"Looking to your future"

Bruce and Bernie

Sip and Learn 5 REGISTRATION

Your retirement income specialists "Looking to your future"

Bruce and Bernie will work with you to create a financial strategy designed to provide you and your family with peace of mind.

Let's connect Our Services