portrait of Chantal Diaz
FINANCIAL ADVISOR

Chantal Diaz

CEA®, MFA-P™, DFSA™
3975 Lakeshore Rd, Suite 204, Kelowna, BC V1W 1V3opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Charitable giving
  • Employee stock options
  • Wealth protection strategies
  • Sustainable Investing
  • Estate and legacy strategies

Personal Interests

  • Culinary Arts
  • Fine Dining
  • Camping
  • Gardening
  • Health & Nutrition

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Phone

(250) 764-7088

Fax

(855) 261-2964

Office Address

3975 Lakeshore Rd
Suite 204
Kelowna, BC V1W 1V3opens in a new window

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