What Sets Us Apart

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At 1867 PRIVATE WEALTH MANAGEMENT we know that integrity isn’t just a word, it’s a way of life. Our client relationships are deeply personal and built on a solid foundation of trust. Our clients are people who value freedom, independence and innovation.

Our culture at 1867 PRIVATE WEALTH MANAGEMENT and Raymond James fosters an independent environment focused on doing what is best for our clients. Our commitment to always putting “you first” is the core belief of Raymond James. Only true independent thinking brings forth world-class investment solutions and results. Our solutions are comprehensive, flexible and customized to each client’s unique story.

Managing assets in today’s complex world requires an integrated approach so that your wealth can last for generations. Our solutions integrate capital markets, portfolio growth, income, tax and estate planning, and philanthropic innovation. We help our clients attain their wealth management goals through careful advice and astute investment management encompassing the vast global resources and capabilities of Raymond James.

Welcome to 1867 PRIVATE WEALTH MANAGEMENT of Raymond James Kelowna.

We are uniquely different – Come explore our capabilities – Portfolio | Income | Philanthropic Innovation.