Delcourt Wealth Management
Grant Delcourt, CPA, CA CIM,
Senior Wealth Advisor
Associate Portfolio Manager
- Phone (250) 868-5509
- Email email@example.com
"Our purpose is to enrich the lives of others so they can live a life of purpose, passion and prosperity. We work with our clients to clarify their life vision, their core values and their true wealth so they can live their life by design......not by chance!"
- Total Financial Solutions: We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows us to access the required expertise to provide our clients with a comprehensive financial strategy that addresses all of their needs and goals.
- Investment Philosophy and Process A disciplined investment philosophy is a fundamental component in our commitment to you. We take a long term approach to investing that focuses on generating cash flow, reducing taxes and managing risk. Our portfolio approach is focused on establishing the optimal asset allocation, investment selection and diversification to provide the best return possible for your appropriate level of risk. We provide an investment strategy that is based on a thorough assessment of your individual needs.
- Service Approach Our long-term approach to investment planning also extends to our client relationships with an emphasis on building relationships for life. We’ve helped our clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. We draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to our clients.
- Trusted Advice Trusted advice is the cornerstone of our business. The industry-leading expertise and personalized solutions we deliver to our clients are the basis of that trust, and of our mutual success.
- Mailing Address
Suite 600 - 1620 Dickson Avenue
Kelowna, BC V1Y 9Y2
- Additional Team Members:
firstname.lastname@example.org>br> Bill Corbett
- Megan Lundy
- Business Links: ScotiaMcLeod is not responsible for external websites linked to/from ScotiaMcLeod.com.