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Robert J. Schultz

Robert J. Schultz

Financial Advisor

250-448-8851

 

Robert J. Schultz is the managing partner and co-founder of 1867 Private Wealth Management of Raymond James Kelowna, and he leads the branch's investment strategy and execution. Prior to joining Raymond James, Robert held senior investment advisor roles with bank owned and independent investment dealers. Graduating with an honours business degree specializing in finance and economics, Robert has successfully been advising high net worth families, entrepreneurs, and corporate entities for over 18 years.