A personalized approach to managing wealth


WAYPOINT ADVISORY GROUP

At Waypoint Advisory Group we understand the financial landscape is constantly changing and we are here to help our clients navigate their way to financial security. Just as a waypoint is a time to change course on a journey we are here to guide you along the way and make adjustments to ensure we find the best investment opportunities.

We work with individuals and families to address their financial lives in their entirety, by providing financial planning, tax planning, investment management, insurance, and estate planning services. We pride ourselves on being one of the Okanagan’s leading wealth management teams with highly skilled, licensed investment advisors. The goals of our clients are paramount and they are the focus of our practice. In addition, partnering with Raymond James Ltd., one of North America's leading full-service investment dealers with an extensive presence across Canada and the United States, gives us access to the best solutions available.

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Are you Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Learn how we can help

Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

Information & insight

On December 16, 2024, the Leader of the Government in Canada’s House o...
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Tax Planning
Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
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Retirement & Estate Planning
Markets Closing Out a Good Year Despite Uncertainties
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Markets & Investing
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
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Tax Planning
Watch our latest Client Insights webinar.
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Life Events, Lifestyle & Technology
Striking the Right Balance.
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Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
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Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
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Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
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Tax Planning
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