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Theresa Coates-Pouliot, Financial Advisor

FINANCIAL ADVISOR
Theresa Coates-Pouliot

1626 Richter Street, Unit 106, Kelowna, BC V1Y 2M3opens in a new window
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Focus Areas

  • Business owner considerations
  • Retirement income strategies
  • Estate and legacy strategies
  • Wealth protection strategies
  • Intergenerational planning
  • Charitable giving

About Theresa

Growing up on a family farm, I understand firsthand the dedication and hard work that business owners put into their enterprises. This experience fuels my passion for helping people succeed in achieving and protecting the lifestyle they've envisioned and worked hard for.

To me investing is more than just managing money; its about aligning your financial strategy with your life's aspirations and protecting your assets for the future. At my practice, we provide a sophisticated, comprehensive approach to managing your financial affairs with a steadfast commitment to your privacy.

Our success is measured by your understanding, that you feel in...

Work History

  • Edward JonesMarch 2019 to Current

Personal Interests

  • Horseback Riding
  • Sailing
  • Traveling
  • Community Outreach
  • Book Collecting

Team Members

  • Kelsea Balata
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(250) 861-4971

Fax

(877) 314-1314

Office Address

1626 Richter Street
Unit 106
Kelowna, BC V1Y 2M3opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

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

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