Chantal Diaz, Financial Advisor located in Kelowna, BC

Financial Advisor
Chantal Diaz

CEA®
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

  • Nicole Diaz
    Registered Branch Associate
  • 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 07:30AM - 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