

Focus Areas
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
Personal Interests
- Fishing
- Hiking
- Personal Fitness
- Backpacking
- Cooking
Team Members
- Elaine TracklSr. Branch Office Administrator
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(250) 494-1800Fax
(877) 335-9207Office Address
9919 Main Street Unit AP.O. Box 1080
Summerland, BC V0H 1Z0opens in a new window
Mailing address
P.O. Box 1080Summerland, BC V0H 1Z0
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