Carrie Lentz, Conseiller en placement,Kelowna, BC

Phone

Office

Office Location

1633 Ellis St., Suite 410 Kelowna, BC V1Y 2A8. map

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I know you want the hard work you're doing now to create the lifestyle and legacy you envision. To make that happen, I believe you need wealth planning and investment strategies that work together and get you where you want to go.

The problem is that we live in a time of market complexities and information overload. It's easy to feel in the dark about your wealth plan—especially if you're not receiving the support you need from your investment professional. You're not alone if you're unsure whether your investments align with your goals. Even educated, successful professionals can feel a bit lost when it comes to their personal wealth planning and investing. But you deserve an advisor who manages your wealth with the same dedication you've put into building it.

When we work together, we'll start by clarifying what matters most to you—both now and in the future. Then, I'll focus my expertise on designing a wealth plan and investment strategy that's realistic, purposeful, and tailored to you.

Every good relationship starts with a conversation, so reach out any time. You don't need to keep wondering if the wealth you're creating will support the life you envision. Instead, let's work together and give you clarity and confidence about where you're headed and how you'll get there.

Community Involvement

Dress For Success Kelowna, Kelowna Food Bank, Canucks Autism Network, Tour De Cure

Build Your Wealth on a Guided Path

You’ve worked incredibly hard to get where you are—building a life, a career, and a legacy. And you’re not done yet. Your plans for tomorrow depend on the financial decisions you make today. But even highly successful people can feel uncertain about their financial picture. In a world of market fluctuations and information overload, it’s easy to feel in the dark. Without a trusted professional guiding your wealth management, it’s understandable to feel unsure, unsupported and frustrated. I believe every investor should see and feel the value of their advisor—no matter what’s happening in the markets. Your wealth should be managed with the same dedication you’ve put into building it. And that starts with a human
conversation and collaboration about what matters most to you.

A Plan for Every Dream

As an Investment Advisor deeply rooted in the wealth planning process, I take the time to understand your full financial picture. We’ll explore your comfort levels, routines, and goals—insights that allow me to create a tailored, realistic plan that supports your priorities and gives you financial confidence. It’s an honour to invest my expertise in serving a select group of professionals and business owners. I take that responsibility very seriously. After all, our financial health shapes our lifestyle and legacy today and tomorrow. And when we work together, you can count on straightforward communication, considerate guidance, and relational compassion.
I’m here to restore humanity to the investment experience.
Because at the heart of every investment is a person.

Strategize Wisely, Live Fully

You and your portfolio deserve every opportunity to thrive. If you’re unsure whether the wealth you’re building today will support your plans for tomorrow, let’s clarify that together. We'll focus on getting your wealth plan and investment strategy to work in harmony, so that you can gain the confidence and direction you need for the future. Every great relationship starts with a conversation. I’d love to hear your story—reach out anytime.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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