A Trusted Asset Management Firm by Clients in Kelowna and across North America
Experience True Team-Based Collaboration
Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most. DKL Financial Services Inc can help you manage your wealth in the most effective way with the help of our asset management services in Kelowna. We are your trusted financial advisors in the Okanagan Valley.
As Assante advisors, we can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, our team can work with you every step of the way.
Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being, from investments and insurance to tax and estate planning. Supported by our team of professionals, including lawyers, tax accountants, and financial analysts, we can help you make the right decisions about your wealth and help you build the future you desire.
If you are looking for asset management services in Kelowna that will simplify and enhance your life, please contact us for a confidential consultation.
What Is Asset Management?
Asset management is the process of compounding, managing, and controlling your overall assets, including real estate, investments, insurance and many others, for better returns. With the help of a reliable financial advisor, you can grow your wealth with calculated risk and keep track of your portfolio.
Asset management services mainly aim to help organizations, government companies, prominent investors, or high-earning professionals invest their money in the right places to earn rewarding profits.
Why Is Asset Management Important?
Assets management is an efficient and effective way of managing different business assets. Some of the reasons why asset management is important are listed below.
DKL Financial Services Inc offers you credible asset management services in Kelowna. Our dependable financial advisor crafts a customized asset management plan that meets your future needs. Also, check out our private client investment counsel services.
How Does Asset Management Work?
Asset management companies often serve the investment needs of individuals or institutions with high net worth. These clients have private accounts with asset management companies that offer cheque-writing privileges, brokerage services, debit and credit cards, and more. When clients deposit their money into their accounts, asset managers place their accounts on a money market fund that offers a higher return on investment than other saving accounts. They also meet the banking and investing needs of the clients by designing a customized asset management plan in the following few steps:
DKL Financial Services Inc has experienced financial advisors providing asset management services in Kelowna. Reach out to us today!
216-3477 Lakeshore Road
Kelowna, BC V1W 0A7