Erica Whiteley

WORK HISTORY

EDUCATION

ABOUT ERICA WHITELEY

Our branch houses the largest collective of Raymond James Ltd. Financial Advisors in Kelowna. We are a dynamic and diverse team dedicated to making a difference in the lives of our clients and the community. We proudly support the culture and people that make Kelowna our home by giving back through educational, social and philanthropic endeavors. With all the advantages of an independent business model supported by an experienced Leadership Team we leverage the full power of Raymond James and our experts across Canada and the United States. Financial advisory services should be shaped by the unique needs of each client we serve. At Raymond James our consultative approach is personal and distinctive. We are here to help you with each step in pursuit of your financial goals, aspirations and investment needs. Helping you simplify the complexities of your wealth, and helping simplify your life. As your partner, we offer customized solutions and objective advice well-suited to your needs. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight. We’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. Our advisors provide clients with trusted advice, superior service and transparent communication. We continue to grow a strong team here at the Kelowna Corporate Branch dedicated to creating community bit.ly/RJLDSCLMR