Find investment companies in Kelowna

That is why the group of seasoned professionals behind StoneCastle Investment Management Inc. deploys one of the most sophisticated and disciplined equity management platforms in Canada. We believe that rational, systematic and strategic portfolio management decisions lead to exceptional investment results. And we can prove it. Founder and Portfolio

Portfolio Managers are licenced for discretionary management must not have a conflict of interest. Inter-related strategies to structure financial affairs to reduce tax, to properly fund for retirement years, and to ensure estate. Can not only protect one financially from an untimely death or disability, it can also stand alone as an investment. KOWIM