LETS BUILD YOUR FUTURE TOGETHER

Collaborations with Merwin Financial

Merwin Financial Enterprises is proudly a part of

Building Financial Foundations For Families To Empower Them Today And Leave A Legacy For Tomorrow.

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Download Current Licensing

Active E & O Insurance

Current Licensing Online

My Local Favourites

Here’s a list of some of my favourite local businesses with whom I collaborate in the Okanagan Valley.

Susan Dolan – EXP Realty

Looking to buy or sell your home in the Okanagan Valley? I highly recommend Susan Dolan, a knowledgeable and dedicated real estate professional with deep expertise in the local market. She’s committed to helping clients navigate every step of the buying or selling process for a seamless, successful experience.

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In Our Community

Participating and hosting community events fosters a stronger, more connected neighbourhood by bringing people together for shared goals and interests. I love to participate yearly in events that address local needs, build meaningful relationships, and create a positive impact where we live.

Below is my latest community endeavours from this past summer, and more to come in 2025! Watch this space to find upcoming events.

Tee-Up for a Transplant 2024
Friday July 5th, 2024

Join us for the 2nd Annual Charity Golf Tournament at Black Mountain Golf Club for Tee Up For Transplant.. Learn more information below.

This event is over and we look forward to you joining us next year!

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Embark on Your Financial Journey:

Start your journey to financial prosperity with Merwin Financial. We invite you to reach out for a personalized consultation and discover how we can collaborate to achieve your financial goals.