Personal. Professional. Honest. Objective.

We work with you today so you can have a secure tomorrow.

Count on a Personal Connection

Want to talk to a great financial advisor who will really listen – and help you reach your goals?

We skip over all the website forms and 1-800 operators.

Instead, just call (778) 774-2730 and one of our Certified Financial Planners will meet with you one-on-one, virtually or in person.

It's free, and there is no commitment.

Get Started Today

About Kootenay Columbia Wealth Management

Caring for your finances is a privilege. We listen with respect, and guarantee exceptional service tailored to your needs.

Personal Financial Planning

Our team of Certified Financial Planners work for you, and with you, to:

Wealth Management Services
  • Create a financial plan
  • Implement the plan
  • Monitor and manage the plan, and reduce your risk

We help you prepare for the tough issues that arise, such as:

  • Disability and critical illness
  • The end of a relationship
  • Caring for aging parents or a child with an illness

Caring for your finances is a privilege. We listen with respect, and guarantee:

  • When you call, you will speak to a person, not a robot. Serving you is an honour. Every member of our team knows this and will treat you with the utmost respect and privacy.
  • Meetings in person (at your home, office, etc.) or remote meetings, accommodating evening and weekend schedules.
  • We perform due diligence on money managers, investment funds, and insurance products.
  • Unbiased access to investments and insurance companies in Canada because we work only for our clients, not a bank or investment company.
  • Up-to-date advice as markets, laws, and family circumstances change.

Most banks and financial advisors charge the same fees for managing investments and providing insurance, regardless of the service they offer. We're different.

At Kootenay Columbia Wealth Management, for those same fees, we deliver an unparalleled wealth of experience, foster lasting relationships that extend beyond products, and offer caring and impactful solutions so that you feel confident in your financial decisions.

Partnership and Collaboration

Employer Group Savings and Benefits Plans

To empower your employees in their financial well-being, we help you develop and manage retirement savings and group insurance benefit plans.

We tailor your plan based on industry benchmarking research so you can offer the most competitive options available. You and your employees can count on us for:

  • Personal financial planning advice for each employee throughout the year
  • Regular information sessions and lunch and learns for employees
  • Group RRSP and Registered Pension Plan management
  • Group insurance benefit services, including advocating for employees
  • Annual reviews with insurers to keep your plan costs down
  • Guidance when employees leave the firm

Contact Us

We empower and support our clients to make strong financial decisions to realize their goals.

Contact our office today to find out how we can help you.

Kootenay Columbia Wealth Management Inc.

Address: 1678 2 Ave, Trail, BC V1R 1M5

Phone: 778.774.2730

Email: info@kootenaywealth.ca