#364-2300 Carrington Road, West Kelowna, BC V4T 2N6
205 - 225 Canada Ave, Duncan, BC V9L 1T6
Don't just chase your dreams
Choose to work with The Milsom Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
26 July, 2022
When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice. Read more
8 July, 2022
Persistent inflation pressures have prompted global central banks to accelerate their plans, and we now anticipate the most aggressive and synchronized global tighte Read more
28 June, 2022
Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries. Read more
Price is what you pay. Value is what you get. - Warren Buffett
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