Chantal Diaz, Financial Advisor

FINANCIAL ADVISOR
Chantal Diaz

CEA®, MFA-P™
3975 Lakeshore Rd, Suite 204, Kelowna, BC V1W 1V3opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Charitable giving
  • Employee stock options
  • Wealth protection strategies
  • Sustainable Investing
  • Estate and legacy strategies

Personal Interests

  • Culinary Arts
  • Fine Dining
  • Camping
  • Gardening
  • Health & Nutrition

Team Members

  • Cheryl Clark
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Phone

(250) 764-7088

Fax

(855) 261-2964

Office Address

3975 Lakeshore Rd
Suite 204
Kelowna, BC V1W 1V3opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More