Wade Stolz
Investment Advisor
Planning with purpose. Investing with intention. Service you can count on.
You've worked hard and built something real — whether that's a business, a trade, or a nest egg for retirement. Life's major transitions bring big questions: Am I ready? How do I make it last? What if things change? What's my legacy?
We specialize in helping you navigate these transitions with clarity and confidence. Whether you're approaching retirement, making the shift from work to your next chapter, or evolving through retirement itself, we bring straightforward advice and genuine partnership. Our focus: helping you move smoothly through life's biggest changes—with a clear plan, reliable income, and the peace of mind to actually enjoy what you've earned.
Ready to navigate your next transition with confidence?
Schedule a 20-minute conversation about your situation, your timeline, and what a clear plan might look like for you. No obligation—just an honest discussion about where you stand and where you're heading.
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.
It all starts with you.
Whether you're navigating retirement timing, building income certainty, or planning your next chapter, our focus is creating a clear, actionable plan tailored to your life — not a template. We combine expert guidance with genuine partnership to help you move forward with confidence.
What we do
We help you answer life's biggest financial questions: When can I really retire? How do I build reliable income? What happens to my business? How do I protect what I've built for my family? By combining expert planning with personalized strategies, we take the complexity and guesswork out of wealth so you can focus on what matters most — your family, your legacy, and the life you've earned. Our goal: clarity, confidence, and a plan you actually trust.
How we do it
We get to know your real situation and goals
We start with a genuine conversation — not a questionnaire. We listen to understand your timeline, your concerns, and what financial success actually looks like for you. Whether you're planning a retirement transition, thinking about a business exit, or want to ensure your family is protected, we dig deep enough to ask the right questions. The result: a customized financial plan with clear strategies and concrete milestones, so you always know where you stand and where you're heading.
Building portfolios that match your life, not your fears
Your investment strategy should reflect your goals and timeline — not the latest market headlines. We build portfolios that are cost-efficient, transparent, and aligned with your objectives. Whether you're in accumulation, managing business wealth, or transitioning to retirement income, your portfolio is intentionally structured and monitored with disciplined oversight. You'll never wonder why you own something or whether it still makes sense.
Partnership that adapts as your life evolves
You work directly with me — your advisor — supported by RBC's full strength and resources. Expect proactive check-ins, clear communication about what's happening with your wealth, and access to specialized expertise in estate planning, business succession, tax strategy, and risk management. As your life changes — whether that's a promotion, a business milestone, or a major life transition — we adapt your plan accordingly. Your plan stays relevant. Your future stays on track.
Our Process
Four steps to Clarity:
- Listen — Understand your full situation, priorities, and timeline
- Plan — Build a clear, written strategy with specific next steps
- Build — Implement the plan with precision and transparency
- Manage — Proactive reviews and adjustments as your life evolves
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
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/.
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