Total Wealth Concepts

Kamloops is our home, we were all born and raised here in the Thompson Valley. Our Kamloops roots stretch back to the 1800s apparently here in the West, thats a real long time! Being from Kamloops doesnt limit our reach, BC has 8 regions (can you name them?) we have clients in all eight of those regions and the Province of Alberta which also has 8... regions (if you can name those 8 you are either a Geography teacher or just weird!). Our clients refer their family and friends to our practice so it doesnt take long to spread out geographically. On average our clients refer about 8 other potential clients to us. We can help with the first 8 of the reasons on the list and each one brings a different set of circumstances and challenges that require unique discussion and solutions. We are not really good with item #9 we dont have many solutions for that, but if you are interested or worried about this refer back to item #4 you are welcome to use our Alter. Do you see a pattern here? It is all 8s and thats on purpose because if we had three 6s that would just be awkward. If any of this retirement banter is a concern to you we are likely a good match, as we see it you have 2 options - search retirement planning on Google and read all 8 million results. Or if you dont have that kind of time, stop in and see us we are pretty creative and really, really GOOD at what we do, we Create Amazing Retirements. TWC- Total Wealth Concepts is a trade name used for both mutual fund and insurance business. Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered by Daniel McKinnon, Cory McKinnon and Brenda Sawada under their individual life license. Banking products and services are offered through referral.Read More