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SPEIR Wealth Management Inc.

2 employees on Do Some Good
  • #4 - 757 KLO Road
  • Kelowna, British Columbia
    V1Y 9L8

About us

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.
Organizations We Support
  • Our Average Annual Contributions

    15 hours


    $ 300

    Monetary Equivalent of Volunteer Hours

    Causes we care about
    Community and Economic Development
    Philanthropy and Capacity Building
    Financial Literacy


    Stories of our community involvement