Unlike most other financial advisers, we are not confined or limited to offering financial products or solutions from a single or limited number of companies. As a truly independent operation, we have the ability to match our clients with the solutions that are truly right for them, utilizing all major investment and insurance providers from across the country.
We specialize in a variety of wealth management strategies including retirement planning, insurance, estate and tax planning, RESPs, RDSPs, business pension & benefits planning and investment services.
Each member of our team follows a comprehensive path to continuously further their knowledge and education in all areas of wealth management. Opting to work with SPEIR Wealth means becoming a part of our family. You will have a dedicated adviser on an ongoing basis (instead of seeing a new person each time you visit the bank) but will also benefit from the superior investment management and knowledge of the entire team!
What we believe in
We are the financial stewards for many Okanagan families and businesses and we take the trust that they place in us very seriously.
The team here at SPEIR Wealth believes in giving back to the community that so strongly supports us to ensure that not only our clients but all Okanagan residents benefit from a healthy and sustainable place to live and work.
The team at SPEIR Wealth Management Inc. was happy to lend a hand at The Salvation Army Central Okanagan donations centre on Hunter Rd! What an operation, sorting through the loads of incoming clothing and goods! Big thanks to this hardworking team for welcoming us and look forward to coming back to help again soon!
The feeling you get when everyone comes together for a common goal! Amazing work and organization by SPEIR Wealth Management Inc. for 100 Heroes Kelowna. The event raised almost $50,000 in funds for Connect Counselling & Therapy Services, a non-profit society that offers free counselling services to families, individuals, children, and youth! ##SnapSomeGood