A certification of skill – a commitment to serve
HugganWhite Wealth Management
LIVE FOR TODAY, but plan well for the years to come...
Your interests, your goals, your life and what’s important to you – these are the things that really matter to us. We know your life is far more than portfolio holdings and account balances.
By necessity, successful individuals and families have more complex needs that require specific, tailored solutions. We understand the multiple issues that come with the seamless, coordinated management of significant wealth.
- WEALTH MANAGEMENT
- RETIREMENT PLANNING
- RISK MANAGEMENT
- ESTATE PLANNING
- CHARITABLE GIVING
Your particular wealth management objectives and requirements are independent. We will work with you to create a comprehensive wealth management plan incorporating all facets of your financial picture providing a roadmap both now and as your life and objectives change over time.
You are the center of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Collaboration reveals your needs, wants and wishes
Thoughtful advice craftedjust for you
Your goals become ours
- Huggan White Wealth Management 1726 Dolphin Ave Ste 500 Kelowna, BC V1Y 9R9
- T 250.979.2700
- F 250.979.2749
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Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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