Layne Oakhart, BSc, RRC, CFP - Inner Circle Wealth Management

09/06/2023

Financial firms of all kinds are everywhere. One of my biggest challenges is communicating to people how we stand out from the crowd.

We recently completed a full website refresh at https://www.innercirclewealth.ca which we haven't done since we started in 2019, and part of that was the inclusion of a comparison chart which I think does a great job showing how we stack up.

THIS is why I refer to Inner Circle Wealth Management as Canada's leading *high value* financial advisor and why clients choose to switch to us.

06/06/2023

While some companies choose to post a rainbow logo and call it a day, we are choosing to throw our weight behind an incredible Pride Month initiative in our local community in Kelowna.

We are excited to announce that we are the headlining gold sponsor for the Kelowna Billboard Project by the non-profit group Advocacy Canada. They are developing a series of digital billboards intended to uplift the local 2SLGBTQ+ community with a positive message of love, acceptance, and respect - something we firmly believe in! Advocacy Canada has partnered with a very talented local Indigenous q***r artist, Sarah Jones, to create the art that will be represented on the billboards.

For more information including how to donate to the GoFundMe campaign for this project, follow this link: https://advocacy-canada.lgbt/kelowna-billboard-project/

To combat visible hate against the 2SLGBTQIA+ community in Kelowna, an advocacy organization is spearheading a billboard project.

02/20/2018

Protect your legacy and the ones you love. Plan and protect your future with a synchronized plan. https://goo.gl/U9DbXa

01/12/2018

For a strong financial future, plan for tomorrow. Contribute to your by the deadline.

10/30/2017

The definitive Canadian Business magazine ranking of Canada’s 100 Richest People and families. See their net worth, 1-year change, asset mix and more.

10/23/2017

Looking for a new home? Learn how much you can afford with our useful affordability calculator. https://goo.gl/g7PMCW

10/18/2017

Stress tests and a ban on mortgage bundling bad news for Canada’s non-prime lenders, RBC says

10/18/2017

10/16/2017

Today's update re: tax changes.

Questions about today’s announced tax measures? Read our Taxation Update for a summary. https://goo.gl/GZe1MU

10/16/2017

We’re all different. So why are they giving us all the same financial advice? Get advice as unique as you are with Investors Group. Learn more at: https://youtu.be/Fjzn5o3khBU