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    Tammy Mercer
    CIWM, FCSI

    Address

    294 Bernard Ave
    Kelowna, BC V1Y 6N4

    Languages

    My Background

    Tammy has been helping high net worth clients navigate the financial landscape for almost 3 decades. Through her client-centric approach that focuses on the personal and financial implications of expected and unexpected life transitions, she provides smart investment management, business succession, and tax efficient retirement, estate planning, and wealth transfer solutions. Tammy holds the Certified International Wealth Manager designation; recognized worldwide as the top credential for wealth management addressing the complex needs of affluent clients.

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