Debora Trevisan, Financial Advisor, Financial Planner located in Kelowna, BC

Financial Advisor,
Financial Planner
Debora Trevisan

CFP®, CEA®, CDS®
3975 Lakeshore Rd, Suite 204, Kelowna, BC V1W 1V3opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Estate and legacy strategies
  • Wealth protection strategies
  • Business owner considerations
  • Divorce finances
  • Intergenerational planning

Personal Interests

  • Spending Time with Family
  • Traveling
  • Music
  • Table Tennis

Team Members

  • Nicole Diaz
    Registered Branch Associate
  • Cheryl Clark
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Phone

(250) 764-7088

Fax

(855) 261-2964

Office Address

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