A certification of skill – a commitment to serve
Building a better tomorrow for our clients, their loved ones, and the world
What do we mean by building a better tomorrow? It involves helping clients understand the changes taking place, providing strategies to identify opportunities, and protecting them from risks. We assist people through their unique financial journeys, right up to the legacy they want to leave behind.
The world is undergoing significant change, with major disruptions impacting the financial and physical well-being of investors. Some of these changes have already begun. The 2050 Investment Advisory Group focuses on identifying the risks and opportunities presented by these changes, guiding clients along this journey.
To transition to sustainability, we need to transform the economy and our way of life. As the saying goes, "We cannot expect to do the same things and expect a different result." Major financial institutions and governments will be investing trillions of dollars in this transformation. The 2050 Investment Advisory Group will identify profitable and transformative opportunities.
Join the 2050 Investment Advisory Group on this journey of building a better tomorrow!
You are the center of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Thoughtful advice craftedjust for you
Collaboration reveals your needs, wants and wishes
Your goals become ours
- 2050 Investment Advisory Group Suite 1000 - 1499 St Paul Street Suite 1000 Kelowna, BC V1Y 6P1
- T 1.844.251.8008
- Map & Directions
- Map & Directions
© 2025 Raymond James Ltd. All rights reserved.
Privacy | Advisor Website Disclaimers | Manage Cookie Preferences
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).
Securities-related products and services are offered through Raymond James Ltd.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).
Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).
Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.
© 2021 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement