Brought to you by

Merwin Financial

Le Manoir Kelowna was funded and built by Merwin Financial Enterprises, my own financial work in Kelowna, British Columbia. The same discipline that goes into a lasting plan went into this getaway — right down to the terrace fire.

“Building financial foundations for families to empower them today and leave a legacy for tomorrow.”

Merwin Financial Enterprises

My work

The work behind the house

No team and no call centre — it’s me, looking out for each client’s best interest personally. Just as I want a guest to feel at home here, I want a client to feel safe and financially secure. Here is what I do, in my own words.

Strategic Wealth Management

Tailored strategies designed to optimize and preserve your wealth, fostering a secure financial future.

Retirement Planning

Methodical planning to ensure a retirement that aligns with your aspirations and financial objectives.

Estate Preservation

Robust measures to protect and perpetuate your estate for the benefit of your heirs.

Risk Mitigation

Identifying and managing risks to fortify the stability of your financial portfolio.

Everyday Banking

Alternatives to the major banks that deliver better returns on regular savings and day-to-day banking.

Insurance

Term, mortgage protection, life, tax, disability and critical illness cover, planned alongside your estate.

Mortgages

Tailored loan solutions through a partnership with the 8-Twelve Mortgage broker, alongside Manulife Mortgage solutions.

Corporate & Tax

Key person insurance, employee benefits and pension planning for businesses, plus personal tax preparation.

See my work

Consultations, licences and every service live at merwinfinancial.ca.

Visit merwinfinancial.ca Back to the manoir

Bookings for the manoir stay on this site — a request here never passes through merwinfinancial.ca.