Hello, Jacob here,
First things first – my new email address for all of my clients is now jacob@delange.ca
Thank you and best regards,
Jacob Delange, EPC
Financial Planner Kelowna
I live in West Kelowna and primarily serve my clients as their Financial Planner in Kelowna, West Kelowna and Peachland, so I can play that role by being local and visiting you at your home. My team at our Kelowna office provides everything you would expect from great Financial Planners.
As an elder, I can relate to your concerns and am eager to help you with your Financial Planning. It’s never too late to get things in order, and the sooner you do that, the better for your sake, long term. After all, we are all living longer than we used to. That takes planning to run your own life for the long haul comfortably.
Be sure also to check out my other website – Elder Plan – Kelowna
We are here to guide you.
I am excited to let you know that I have joined Experior Financial Group Inc. for the insurance side of my business and Carte Wealth Management for the investment side of my business.
Experior Financial is one of the fastest-growing companies in Canada, and Carte Wealth Management is ranked as the #1 Investment dealer in Canada.
I can now offer more services to my clients, and I will share this with you in the coming months.
“Building financial foundations for families to empower them today and leave a legacy for tomorrow”
Jacob Delange | Financial Planner
Carte Financial Group | cartefinancial.com
207A – 307 Banks Rd, Kelowna BC V1X 6A1
Tel: (250)860-6067 | C: (250)859-5250 | F: (250)860-7576
Email: Jacob@Delange.ca
