Solutions for your future needs.

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

Watkinson Agencies Ltd.
157 Rutland Road, S., 2nd Floor
Kelowna BC V1X 2Z3
Phone: (250) 765-7319, Phone: (250) 765-3113, Fax: (250) 765-7311, Toll Free: (800) 899-7319
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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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