Investment Companies & Services à Lower Sahali, Kamloops, BC
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1211 Summit Dr #207, Kamloops, V2C 5R9
(250) 372-3736
1315 Summit Dr., Kamloops, V2C 5R9
(778) 909-6940
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy. 
360 Greenstone Dr, Kamloops, V2C 1N7
778-220-4040
Succession planning options are limited as business owners look to “retire” from the businesses that they worked decades to build. We realize that passing one’s company to others is a difficult decision. Compounding this decision is the fact that a successful operating company is the most complex asset a person can own. We are a group of experienced business advisers and existing business owners who offer a solution to this need. We will work with existing management teams to transition ownership to an expert group of business leaders to maximize the chance of both survival, and continued success. The Partners Group at Western Legacy have decades of experience in either running or advising companies of various sizes. Each one of us have our own areas of expertise, which will not only ensure a smooth transition and continued viability, but long term success.