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 * Waypoint Advisory Group
   102 - 386 Ellis Street Penticton, BC V2A 4L7 T: 250.493.3711 F: 250.493.3922
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A PERSONALIZED APPROACH TO MANAGING WEALTH


Learn how we can helpContact Us to Get Started


WAYPOINT ADVISORY GROUP

At Waypoint Advisory Group we understand the financial landscape is constantly
changing and we are here to help our clients navigate their way to financial
security. Just as a waypoint is a time to change course on a journey we are here
to guide you along the way and make adjustments to ensure we find the best
investment opportunities.

We work with individuals and families to address their financial lives in their
entirety, by providing financial planning, tax planning, investment management,
insurance, and estate planning services. We pride ourselves on being one of the
Okanagan’s leading wealth management teams with highly skilled, licensed
investment advisors. The goals of our clients are paramount and they are the
focus of our practice. In addition, partnering with Raymond James Ltd., one of
North America's leading full-service investment dealers with an extensive
presence across Canada and the United States, gives us access to the best
solutions available.

 


ARE YOU RETIREMENT READY?

Your success in retirement depends on the planning you do today. No matter what
stage you are at now, we have the Total Wealth Solutions to help you achieve
your financial goals and build your legacy.

Learn how we can help





WHO WE WORK WITH


INDIVIDUALS & FAMILIES

Build, protect and transfer your wealth knowing you are in the hands of
experienced financial advisors. From wealth management, transfer and estate
planning, turn to us for your comprehensive financial planning.


BUSINESSES & CORPORATIONS

Specializing in the intricacies of business ownership at every stage, we
collaborate with you to ensure your business flourishes while protecting it’s
assets and people.


PROFESSIONALS

Explore a strategic method for managing your wealth, featuring robust Financial
Planning and management with personalized, cost-effective solutions tailored
specifically to your needs.


ANALYTICAL INSIGHTS



We apply our analytical capabilities to help us manage market risk, identify
investment opportunities, allocate assets, and build and balance portfolios.

Meet the Team
PERSONALIZED GUIDANCE



We are well-versed in addressing individual needs, and applying our specialized
knowledge to the financial matters and issues specific to you.

See How We Can Help
STRUCTURED PROCESS



Gaining a good understanding of who you are and what you want to accomplish
greatly aids us in designing, implementing and managing a plan that precisely
fits your life.

Learn Our Process


INFORMATION & INSIGHT

Previous


INSIGHTS AND STRATEGIES

11/06/2024
Striking the Right Balance.
Read
08

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Markets & Investing


QUARTERLY MARKET UPDATE: US ELECTION EDITION

10/23/2024
Watch our latest Client Insights webinar.
Watch Video
09

--------------------------------------------------------------------------------

Markets & Investing


OCTOBER 2024: ATTEMPTING TO STICK THE SOFT LANDING

10/22/2024
As we head into the home stretch of 2024, we seem to be in a good environment
for equities.
Read
10

--------------------------------------------------------------------------------

Markets & Investing


THE REPEAL OF THE WINDFALL ELIMINATION PROVISION

12/24/2024
The recent passage of the Social Security Fairness Act of 2023 has marked a
significant victory for public service workers and cross-border retirees.
Read
01

--------------------------------------------------------------------------------

Tax Planning


CAPITAL LOSS PLANNING

12/23/2024
The federal government’s 2024 proposed changes to the capital gains inclusion
rate (CGIR) have introduced new complexity into the year-end ritual of
harvesting capital losses.
Read
02

--------------------------------------------------------------------------------

Tax Planning


TAX IMPLICATIONS OF THE FALL ECONOMIC STATEMENT: ADDRESSING EVERYDAY COSTS ON A
DAY FILLED WITH UNCERTAINTY

12/17/2024
On December 16, 2024, the Leader of the Government in Canada’s House o...
Read
03

--------------------------------------------------------------------------------

Tax Planning


UNDERSTANDING PROBATE: WHAT YOU NEED TO KNOW.

12/16/2024
Probate is an administrative process, involving an application to court, to
prove the validity of a will and the executor’s power to act pursuant to that
will.
Read
04

--------------------------------------------------------------------------------

Retirement & Estate Planning


INSIGHTS AND STRATEGIES

12/05/2024
Markets Closing Out a Good Year Despite Uncertainties
Read
05

--------------------------------------------------------------------------------

Markets & Investing


2024 YEAR-END TAX PLANNING OPPORTUNITIES


These important tax and financial planning moves can help prepare you for the
upcoming tax season and better align your finances with your short- and
long-term goals.
Read
06

--------------------------------------------------------------------------------

Tax Planning


FOSTERING GENEROSITY: PHILANTHROPY FOR TODAY AND BEYOND

11/21/2024
Watch our latest Client Insights webinar.
Watch Video
07

--------------------------------------------------------------------------------

Life Events, Lifestyle & Technology


INSIGHTS AND STRATEGIES

11/06/2024
Striking the Right Balance.
Read
08

--------------------------------------------------------------------------------

Markets & Investing


QUARTERLY MARKET UPDATE: US ELECTION EDITION

10/23/2024
Watch our latest Client Insights webinar.
Watch Video
09

--------------------------------------------------------------------------------

Markets & Investing


OCTOBER 2024: ATTEMPTING TO STICK THE SOFT LANDING

10/22/2024
As we head into the home stretch of 2024, we seem to be in a good environment
for equities.
Read
10

--------------------------------------------------------------------------------

Markets & Investing


THE REPEAL OF THE WINDFALL ELIMINATION PROVISION

12/24/2024
The recent passage of the Social Security Fairness Act of 2023 has marked a
significant victory for public service workers and cross-border retirees.
Read
01

--------------------------------------------------------------------------------

Tax Planning


CAPITAL LOSS PLANNING

12/23/2024
The federal government’s 2024 proposed changes to the capital gains inclusion
rate (CGIR) have introduced new complexity into the year-end ritual of
harvesting capital losses.
Read
02

--------------------------------------------------------------------------------

Tax Planning


TAX IMPLICATIONS OF THE FALL ECONOMIC STATEMENT: ADDRESSING EVERYDAY COSTS ON A
DAY FILLED WITH UNCERTAINTY

12/17/2024
On December 16, 2024, the Leader of the Government in Canada’s House o...
Read
03

--------------------------------------------------------------------------------

Tax Planning
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THE FUTURE AT YOUR FINGERTIPS

   
 * Waypoint Advisory Group
   
   
 * 102 - 386 Ellis Street Penticton, BC V2A 4L7
   
 * T: 250.493.3711
 * F: 250.493.3922
   
 * Map & Directions
 * Map & Directions

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STC is an affiliate of Raymond James Ltd. and offers trust services across
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Investor Protection Fund (CIPF).

Raymond James advisors are not tax advisors and we recommend that clients seek
independent advice from a professional advisor on tax-related matters.
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