Wade Stolz
Investment Advisor
Planning with purpose. Investing with intention. A relationship you can count on.
As retirement approaches, the questions change: Am I ready? How much can I comfortably spend? What if things change? What do I want to leave behind?
We help you find the answers—and build a plan for what comes next.
Meet Wade
Ready to talk about what’s next?
Schedule a 20-minute conversation to discuss where you are, what’s important to you, and the decisions ahead. No obligation—just a straightforward conversation to see if we can help.
The right relationship is everything
We believe great advice starts with a strong relationship. Meet the team that brings a personal touch, deep experience, and a commitment to giving you the attention you deserve.
Personal advice. Institutional discipline.
I take the time to know you, understand what matters most, and build your strategy around your goals. You have a direct relationship with me as your advisor, supported by my team and the broader resources of RBC Wealth Management.
Behind that personal relationship is a thoughtful, disciplined approach to planning and investing—keeping every decision focused on what you're trying to accomplish.
Retirement Planning
Turning your wealth into reliable retirement income.
Retirement changes the question from How much can I accumulate? to How much can I comfortably spend?
I help you turn your accumulated wealth into a reliable retirement paycheque—coordinating your investments, pensions and other income sources while considering taxes, inflation, longevity and the need for flexibility along the way.
The goal isn't simply to reach retirement. It's to have the confidence to enjoy it.
Investment Management
Discipline over prediction.
Your financial plan provides the foundation for how your money is invested. I build portfolios around your goals, timeline and income needs—not short-term market predictions or the latest investment trend.
My investment process is deliberate—allocating across asset classes, combining complementary investment strategies, carefully selecting investments, managing costs and taxes, and continually monitoring your portfolio.
Every investment has a defined role and is continually evaluated against that purpose.
Every investment should earn its place.
Personal Advice
Advice that evolves with you.
Good advice isn't limited to scheduled reviews. I'm personally available when questions arise, decisions need to be made, or life takes an unexpected turn.
Because I know you and understand your financial picture, I can help put those decisions in context and keep your plan, investments and priorities working together.
A relationship you can count on
Invested in our community
Proudly supporting the people, organizations, and causes that help our community thrive.
Gardening at Central Okanagan Hospice Association
This May, we got the opportunity to help tidy-up the award winning, volunteer-maintained gardens at Hospice House Kelowna with the Central Okanagan Hospice Association (COHA).
COHA plays an integral role in our community and beyond to provide valuable hospice palliative care programs and services. Their mission revolves around providing compassionate care, comfort, support and learning to those who are dying or grieving alone–at no cost. With the efforts of volunteers and the clinical care provided by Interior Health professionals, COHA is able to support both patients and their families through offering companionship, bereavement counselling and respite during life’s most difficult transitions.
To learn more about COHA and the ways you can volunteer or donate, please visit their website https://hospicecoha.org/.
Helping out with Habitat for Humanity
Shaina and i recently joined several of our RBC Dominion Securities colleagues for a Team RBC volunteer day at the Habitat for Humanity Kelowna ReStore.
It was a rewarding day supporting an organization that helps local families build strength, stability and independence through affordable home ownership.
The restore was also a lot of fun to explore there's an incredible variety of building supplies and unique items, and I even found a couple of things for project I'm working on at home.
We're grateful for the organizations that support the community we call home.
Coaching in our community
One of the most rewarding ways I stay involved in our community is coaching youth soccer. This season, I had the opportunity to coach my son's team and spend time helping a great group of young athletes develop their skills, confidence and love of the game.
For me, coaching is about more than what happens on the field. It's about teamwork, effort, learning from mistakes and supporting on another.
I'm humbled by the opportunity to be involved, spend this time with my son, and give back to youth sport in our community.
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