CFP®
Certified Financial Planners
CIM®
Chartered Investment Managers
FCSI®
Fellow of CSI
CLU®
Chartered Life Underwriter
Built for People Like You
We don't try to be everything to everyone. We work with people we genuinely understand — and build plans around the way you actually live.
Small Business Owners
You built something from scratch — but is your personal wealth keeping up? We help business owners separate the personal from the corporate, plan smart exits, and make sure your hard work pays off for your family, too.
- → Compensation & corporate structure planning
- → Business succession & exit strategies
- → Key person & shareholder insurance
- → IPP & group retirement plans
Professionals
Doctors, dentists, lawyers, engineers — you're great at what you do, but managing personal wealth on top of a demanding career? That's where we come in. Straightforward strategies, no acronyms required.
- → Incorporation & tax optimization
- → Student loan & debt strategy
- → Disability & professional liability coverage
- → Wealth accumulation planning
Pre-Retirees & Retirees
The "honey-do list" years are supposed to be the best ones. We make sure you can actually enjoy them — with retirement income plans that mean you won't run out, and strategies to pass wealth to the people who matter.
- → Retirement income & decumulation plans
- → CPP/OAS optimization
- → Estate & legacy planning
- → Tax-efficient withdrawal strategies
Why People Choose Us
We're not a call centre. We're not a robo-advisor. We're two partners, a sharp associate advisor, and a dedicated support team — right here in the Okanagan, picking up the phone when you call.
Relationship-First
We get to know you — your family, your goals, what keeps you up at night. Plans that work come from conversations that matter.
Truly Holistic
Investments, insurance, tax, estate — it's all connected. We plan across all six areas of financial planning so nothing falls through the cracks.
Okanagan Roots
We chose Kelowna because we love it here — and we plan to stay. Our families are here, our kids go to school here. This is our community.
Actually Accessible
Call us, email us, pop in. We believe good advice shouldn't require a three-week waiting period and two layers of gatekeepers.
"Enjoy life. Today. Tomorrow. And all those glorious 'honey-do list' retirement years ahead."
Our promise to every client — because what's the point of a great financial plan if you don't get to enjoy the life it builds?
What Our Clients Say
Client stories coming soon. In the meantime, we'd love to tell you ours over a coffee.
"Client testimonial pending — real feedback from a real client will go here."
— Pending Review
"Client testimonial pending — real feedback from a real client will go here."
— Pending Review
"Client testimonial pending — real feedback from a real client will go here."
— Pending Review
Testimonials are pending collection. These placeholders will be replaced with real client feedback.
How It Works
No pressure. No obligation. Just a conversation to see if we're a fit.
Initial Conversation
We grab a coffee (or hop on a call) and listen. What's going well? What's keeping you up at night?
Discovery & Analysis
We dig into the numbers — assets, liabilities, insurance, tax situation — and start mapping out your full picture.
Your Plan
We present a comprehensive, personalized plan — in plain language, not consultant-speak. We answer every question.
Ongoing Partnership
Life changes. Plans should too. Regular check-ins, proactive updates, and a team that's always a call away.
Ready to Start the Conversation?
No sales pitch. No obligation. Just a genuine conversation about where you are, where you want to be, and whether we're the right team to help you get there.
Kelowna, BC
Serving the Okanagan and beyond
noblepannuwealth.com
Meetings in-person or virtual
No minimums. Whether you're just starting to build wealth or you've been at it for decades, we're happy to have the conversation.
Book Your Free Consultation
We'll get back to you within one business day.