Commitment you can count on
Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. We have the range of expertise and the comprehensive offering of products and services to meet your unique needs.
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Randy's Team
Adam J. Dewar
Investment Advisor Assistant,
Manulife Wealth Inc.
As a licensed Investment Advisor Assistant, Adam works closely with Randy to ensure quality service, efficiency and attention is given to all clients. Known for his excellent work ethic, Adam thinks “out of the box” to ensure clients' needs are met. Adam is an avid supporter throughout his community, coordinating and contributing to organizations like Kelowna Salvation Army. He was the recipient of the “Share the Wealth” Award from Scotia McLeod, which honours a select few for their work in the community.