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.