In recent weeks, I've had the privilege of diving deep into the minds of our portfolio managers through a series of insightful webinars....

For founders and families in Kelowna, navigating sudden wealth, the term “financial plan” often feels inadequate. It brings to mind spreadsheets and projections, tools that are necessary but ultimately insufficient for the task at hand. When you are entrusted with stewarding significant capital—whether from a business sale or an inheritance—you aren't just managing numbers. You are shaping the future. You are authoring a legacy. A conventional financial plan can tell you what

You’ve just sold your business. Or maybe a significant inheritance has landed in your account. The number has more zeroes than you’re used to, and the feeling is a strange mix of relief and, if you’re honest, panic. And then, the phone starts ringing. Friends, family, your local bank manager... suddenly everyone has a "financial advisor" they swear by. They all want to "manage your money." They throw around titles that sound official, but they all blur together. You're overwh