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
  • Wealth strategies
  • Estate and legacy strategies
  • Wealth protection strategies
  • Intergenerational planning
  • Charitable giving

Personal Interests

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

Team Members

  • Kelsea Balata
    Branch Office Administrator

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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

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Setting your path

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