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Investia Financial Services

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logomaryjane-1[1].jpg
Mary-Jane-1[1].jpg
1079 Caledonia Way, West Kelowna, V1Z 3N7
1079 Caledonia Way West Kelowna British Columbia V1Z 3N7 CA

Contact Name

Mary Jane Banks

I have been in the financial services industry since 1970. This has allowed me to see many real-life situations where people were caught in difficult personal, financial and legal issues. As a former banking executive, and presently, as an independent financial advisor, that experience is invaluable as I work with clients in:

• Cash flow planning
• Retirement planning
• Achieving financial goals
• Building wealth

My Goal: ‘Know You… Guide You…Advise You’.

I work holistically with clients, helping individuals and families achieve their financial goals. In my spare time, I volunteer for the West K Women of Influence, currently serving as Co-Chair.

Mary-Jane-1[1].jpg 1 year ago
logomaryjane-1[1].jpg 1 year ago
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Tue 27
Business Before Hours
November 27 @ 7:30 am - 9:30 am
Organized By: Greater Westside Board of Trade
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