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MAKING YOUR FUTURE A SUCCESS

Plan For Tomorrow Today!

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Zakus Kowalchuk LLP is a Wealth Management Firm servicing Kelowna and the Okanagan area.


We recognize that your financial needs are all interconnected, so our advisors take a personalized and holistic approach to ensure our clients are achieving true financial well being. 


About Us

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Planning Futures

We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:

  • Financial planing
  • Investment advice
  • Retirement planning
  • Life Insurance planning
  • Estate planning


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Comprehensive Approach

Our Fit for Life Planning approach takes you through an interactive process, which together, allows us to identify your concerns and goals.



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Committed to Service

Every successful financial strategy starts with an excellent client relationship. Our mission and values are to provide every client with reliable and honest service that exceeds their expectations.


         Reliable | Honest | Experienced

Our Clients

Teachers

                                                                                                                   

Nurses

Families

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Zakus Kowalchuk Insurance & Investments

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By appointment 

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