Estate Planning

One step at a time, we’ll help you come up with an estate plan that protects you, your family and your wealth—today, and for years to come.

Estate Administration

Administering an estate can be complicated, emotional and, at times, overwhelming. Our knowledge and expertise can make it a bit easier for you.

Trust and Trustee

Choosing and creating a trust can be a complex process. We can help you find a solution that meets your needs while protecting your legacy.

The money talk

Amanda Krushel, a financial wealth advisor with Valley First, stops by the KelownaNow studio to give some advice on how to handle money conversations with your family.

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