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Logo of SPEIR Wealth Management Inc.SPEIR Wealth Management Inc.
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 indepen...
We're committed to giving back to the community!
View the Pledge
4 - 757 KLO Road
Kelowna, British Columbia
V1Y 9L8
Causes we care about

Top company causes

  • Community and Economic Development

  • Philanthropy and Capacity Building

  • Financial Literacy

Our average annual contributions

15

Hours Logged by Employees

$300

Monetary Equivalent of Hours

Social Mission
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.
Organizations we support
Kelowna General Hospital (KGH) Foundation
Central Okanagan Community Food Bank
The Salvation Army Kelowna
What people are saying about us
Angela StadnykThe Salvation Army Kelowna

What a fantastic display of team work. This group came into our warehouse, and helped us receive, and sort through donations, all while making the day light and cheery! Thank you for the the contribution, with a direct positive affect on our community!

Stories of our community involvement
We had these amazing people from SPEIR Wealth Management Inc. lend us some of their time as volunteers here at the Central Okanagan Food Bank.

Volunteers are the lifeblood of the work we do, thank you for spending the afternoon with us - we appreciate you all very much. šŸ§”

#endhunger
#JoinTheFoodMovement
#volunteer
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
The SPEIR Wealth Management Inc. team was at it again, organizing the 15th "100+ Kelowna" event which was the largest one yet! The total raised on Wednesday night was over $45,000!!
We're committed to giving back to the community!
View the Pledge
4 - 757 KLO Road
Kelowna, British Columbia
V1Y 9L8
Causes we care about

Top company causes

  • Community and Economic Development

  • Philanthropy and Capacity Building

  • Financial Literacy

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