Solutions for your future needs.

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(250) 765-7319, Phone 250-765-3113

Investment Planning

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.

We can help you design the right plan.

 

 

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Watkinson Agencies Ltd.

1925 Hayashi Road
Kelowna BC V1P 1A7

Phone: (250) 765-7319, Phone 250-765-3113
Toll free: (800) 899-7319
Fax: (250) 765-7311

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