SPEIR stands for Strategic, Professional, Ethical, Innovative & Reliable.

speir wealth helps young investorOur team of advisors and licensed administration staff provide investment, insurance, financial planning and wealth management services for individuals, families and businesses of all sizes.

Unlike most other financial advisers, we are not confined or limited to offering financial products or solutions from a single or limited number of companies. As a truly independent operation, we have the ability to match our clients with the solutions that are truly right for them, utilizing all major investment and insurance providers from across the country.

We specialize in a variety of wealth management strategies including retirement planning, estate and tax planning, registered education and registered disability planning, business pension and benefits planning and investment services.

Each member of our team follows a comprehensive path to continuously further their knowledge and education in all areas of the wealth management spectrum.

Opting to work with SPEIR Wealth means becoming a part of our family. You will have a dedicated adviser on an ongoing basis (instead of seeing a new person each time you visit the bank) but will also benefit from the superior investment management and knowledge of the entire SPEIR Wealth team. We get to know each client on a personal level and build a complete financial or retirement plan for them before recommending specific strategies.

We would be happy to arrange a no-obligation and no-cost meeting to review your current situation, financial requirements & risk tolerance needs to see what services of ours might be right for you!


Need Travel Insurance?

speir wealth offers travel insurance through manulifeChoose the plan that’s right for you

  • Emergency Medical Plan
  • The Travel Canada Plan
  • An All-Inclusive Plan

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Financial Planning

financial planning for all ages and stages with speir weath in kelowna bcNo matter what stage of life you’re at, a solid financial plan will help you reach your goals.  Call us to set up an appointment with one of our professional advisers.

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