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    Stewart Thomas Wealth Management

    • Financial Services & Investment Brokers
    543 Martin St
    Penticton, BC V2A 5L5
    (250) 492-9870
    (250) 492-6733 (fax)
    Hours:
    8:30am - 4:00pm Monday to Friday
    • About

      The Stewart Thomas Consulting Group specializes in providing tax efficient strategies in estate planning, succession planning & wealth management for high net worth clients and corporations.

    • Whom to Contact

      • Cory Burt
        Executive Assistant
        Phone: (250) 492-9870
      • Lexie Laplante
        Administrative Assistant
        Phone: (250) 492-9870
      • Trevor Nelson
        CPA, CA, CFP, CIM, Investment Advisor
        Phone: (250) 492-9870