Our unique services

Together we are revolutionizing wealth management

“The two most important days in your life are the day you are born and the day you find out why.”
Mark Twain

At Delcourt Advisory Group, we engage our clients’ unique passions to live a life of purpose and prosperity. We are leading the financial industry to consider “wealth” as a state of enriched being – body, mind and soul. We use our services to ignite awareness and build momentum by providing:

  • Sophisticated wealth management strategies and a conservative fee-based investment program.
  • Tailored financial planning to help our clients achieve their life-long goals and leave a lasting legacy.
  • Expertise from specialists in estate/succession planning, tax advisory, philanthropy, insurance and private banking.
  • Recommendations for accredited health and wellness professionals.

We challenge our clients to consider the definition of true ‘wealth’ – the condition of our health, knowledge, finances and faith. By knowing what our clients value, we can help them maximize their true wealth to live their lives by design…not by chance!

P3 wealth program


Making a difference together

Together, your Delcourt Advisory Group team shares a passion for thriving community. We look and listen for opportunities to build into healthy relationships, programs, and events that will empower the lives of those impacted, creating a healthy and engaging community. There is also great satisfaction in joining others in a meaningful cause because we can create much more of an impact for change collaboratively than any one of us could do independently.

Invite Delcourt Advisory Group to share in your charitable mission, contact us.

“The goal isn’t to live forever but to create something that will.”

Contact us

1620 Dickson Avenue, Suite 600, Kelowna, British Columbia, V1Y 9Y2, Canada
250.868.5509 · 250.862.3599