top of page

Retirement Planning

1 h
Free
Coffee Shop | Co-Working Space

Service Description

Sometimes it feels like an elephant is in the room - we all know about it, but don’t want to talk about it. Before you know it, it’s the age of retirement and you haven’t met your financial goals. We want to be there to help guide you in supporting your financial future. It’s imperative you put a plan in place to succeed with retirement planning and we know what it takes to get there. Every person has a unique journey and we want to customize the right plan with a very diverse approach to retirement planning.


Contact Details

250-828-2800

info@wealthyroots.org


500 Victoria Street 

Kamloops, BC

V2C 2B2 

250-828-2800

  • Wealthy Roots Facebook Page
  • Wealthy Roots Instagram
  • Wealthy Roots LinkedIn Profile

©2022 by Wealthy Roots Financial. Proudly created by The Recollective

bottom of page