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1867 Private Wealth Management / Raymond James Kelowna

1 employee on Do Some Good
  • 310-1632 Dickson Avenue
  • Kelowna, British Columbia
    V1Y 7T2

About us

A relationship with 1867 Private Wealth Management is a blend of distinction, commitment, and integrity. Located in scenic Kelowna, B.C., 1867 Private Wealth Management is an upscale boutique independent financial advisory group within Raymond James Ltd., integrating elite services with a world-class investment firm in a private office setting. Our team at 1867 Private Wealth Management is very unique. Our vision to make real change and impact to our communities. Our team specializes in setting up foundations for Corporations, business owners and wealthy Individuals. A foundation is the gold standard of success no other charitable vehicle can match the unique combination of flexibility, control and tax advantages offered by a foundation. It offer founders the ability to make a difference in this world, build a permanent legacy, gain personal satisfaction and recognition, and keep control in your family for future generations.

What we believe in

We are building a foundation network with our clients to achieve $500 million in foundation assets that will be giving our communities over $30 million a year to charities- that will change our communities forever. This is our vision. We work exclusively with businesses, corporations and wealthy individuals that are giving back to their communities. This is good for business and our communities. Define your purpose. This is the path to an extraordinary life and legacy.
Organizations We Support
  • Causes we care about
    Community and Economic Development
    Philanthropy and Capacity Building
    Top causes supported by employees
    • Philanthropy and Capacity Building


    Stories of our community involvement