

FINANCIAL ADVISOR
Chantal Diaz
CEA®, MFA-P™
3975 Lakeshore Rd, Suite 204, Kelowna, BC V1W 1V3opens in a new windowFocus 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 ClarkSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 07:30AM - 05:00PM |
Tue | 07:30AM - 05:00PM |
Wed | 07:30AM - 05:00PM |
Wed | 07:30AM - 05:00PM |
Thu | 07:30AM - 05:00PM |
Thu | 07:30AM - 05:00PM |
Fri | 08:00AM - 03:30PM |
Fri | 08:00AM - 03:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 07:30AM - 05:00PM |
Tue | 07:30AM - 05:00PM |
Wed | 07:30AM - 05:00PM |
Wed | 07:30AM - 05:00PM |
Thu | 07:30AM - 05:00PM |
Thu | 07:30AM - 05:00PM |
Fri | 08:00AM - 03:30PM |
Fri | 08:00AM - 03:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
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