Zeljko (Jocko) Toic, CFP based in beautiful Kelowna, B.C. and serving Canadian Investors in British Columbia and Alberta. Registered as a Dealing Representative with Cape Cove Financial And Now Ontario Also

Jocko is a Certified Financial Planner accreditation. He was trained by a large national financial company, and realized the short comings for clients and concluded ‘clients deserve something better’.

Jocko has aligned his business with some of the best investment opportunities available. His goal is to provide his clients with diversified, non-correlated investment solutions to not only protect their capital, but provide growth.

Business Hours:
Mon-Fri 8am-5pm