8:30AM - 4:30PM
500 Victoria St, Kamloops
Financial Advising
“I've never met with a financial before and was a little nervous, but Jon was so kind and welcoming, his manner was confident yet casual, clear and supportive, and my nervousness quickly evaporated. Dealing with financial matters can be super stressful, but I left the meeting feeling pretty excited to start working out my finances and make a solid plan to move forward! What a turn around!Thanks Jon!”
“Wealthy roots are smart, caring women who make you feel confident in investing. Their suggestions and knowledge of a complex system that frankly I know little about, has allowed me to consider early retirement. Moreover, their way of explaining it all empowers me to feel like I understand the basics. I'm truly grateful.”