Welcome to Navigation Wealth Management Refer a Friend

Navigation Wealth ManagementNavigation Wealth Management: a wealth management and investment management team that draws on over one hundred years of combined financial industry experience of its partners/associates, and the resources of one of Canada’s leading and most international financial services firms - Scotiabank. We specialize in providing customized retirement planning and investment services and solutions to successful business owners and professionals in Western Canada. Our mission is to give our clients financial peace of mind.

Why partner with us?

 

Typical Financial challenges we solve

 

Our Latest Blog Posts

  • May
    23
    The "Retire Well" Bucket Approach

    By Lauren Foster

    Retirees across the globe face the same key challenge: how to save enough of their income - and build up the value of their investment portfolio -…

    View more...
  • Apr
    22
    Why Warren Buffett is Bullish on Stocks
    In the wake of recent economic uncertainty and capital market volatility, I thought I'd share some key messages in this year's annual letter to investors by Berkshire Hathaway.
    View more...

Contact Us

250-868-5500
250-862-3599
Send Us a Message

Navigation Wealth Management - ScotiaMcLeod Kelowna Banner

Our Partners

TD Benefits
Castanet

Disclaimer | Privacy Policy | Legal | Security | Adobe Reader
Copyright ©2013 Navigation Wealth Management - ScotiaMcLeod Kelowna. All Rights Reserved.
Web services provided by The Iconic Group