Kelowna
Helping you grow so much more than your wealth
Welcome to the Kelowna branch of RBC Dominion Securities
Making the most of your wealth requires serving your finances in their entirety. Here at the Kelowna branch of RBC Dominion Securities, we take a comprehensive, all-in-one approach to wealth management. You will discover every financial service you require – from investments to financial planning and tax mitigation to estate protection – under one roof.
We help individuals, families, and businesses optimize their financial standings. We start with your unique goals and circumstances and then develop a long-term plan that’s tailored to you. Next, we guide you through it, every step of the way, for the decades and generations to come.
Whether you’re seeking to build your financial future or protect what you have already built, our group of industry-leading professionals would be pleased to serve you.
Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Kelowna branch teams.
Making a difference where it’s needed most
At RBC Dominion Securities, we know that “community” is something we all create. As individuals, families, businesses, and partners, our contributions to our community come back to us in spades, and enrich the lives of everyone in our region. We are always involved in activities, events, and causes that benefit Kelowna. Here are a few of the organizations we support.
JoeAnna's House
Offering affordable accommodations for hundreds of families with loved ones receiving care at Kelowna General Hospital.
Ballet Kelowna
Committed to its role as a leader in the region by encouraging, promoting, and developing Canadian dancers and choreographers.
Third Space Life Charity
Serving the community as a “third space” outside of home and work to connect and find supports for mental health.
Dress for Success Kelowna
The mission of Dress for Success is to empower women to achieve economic independence by providing a network of support, professional attire and the development tools to help women thrive in work and in life.
Central Okanagan Food Bank
The Central Okanagan Food Bank (COFB) is the largest food bank in the Interior of BC and provides nutritional food assistance to residents facing financial and food insecurity out of two locations, one in Kelowna and one in West Kelowna.
Canadian Mental Health Association Kelowna
Canadian Mental Health Association Kelowna provides support for youth, families, individuals and workplaces through programs that promote positive mental health and support recovery.
The Child Advocacy Centre of Kelowna
We provide an inspired, child-friendly environment dedicated to supporting those impacted by child abuse and neglect by empowering frontline agencies to work together to improve outcomes and build resilience for children, families, and community.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.