Wealthy Roots Financial
Share
Wealthy Roots Financial is a company built on the foundation of caring.
Their number one goal is to deliver excellent service, all the while building lasting relationships with their clients.
POV: the makeover isn’t your wardrobe… it’s your financial life. ✨
Because the right financial advisor can make your money feel a whole lot more organized, intentional & ✨you✨
📸: SAGE NOLIN | CONTENT CREATOR
| Financial Advisor | Kamloops Financial Firm | Kamloops | Downtown Kamloops | Kamloops Living | Explore Kamloops |
The best time to start was yesterday.
The second-best time is right now. 🙌🏼
SAGE NOLIN | CONTENT CREATOR
| Kamloops Financial Firm | Kamloops Financial Planner | Kamloops Financial Advisor | Kamloops | Women Owned | Women Operated |
How many did you get right?! ✔️ ❌
Stay until the end. Sandy’s closet count may or may not have come up. 💀
| Kamloops | Finance | Kamloops Financial Firm | Kamloops Financial Planner |
📸: SAGE NOLIN | CONTENT CREATOR
Check out our most recent Midday below!
We talk about probate fees and the pros and cons of adding a joint owner on your home.
We asked our clients what we could do better — here’s what they had to say 💬
(I felt just as awkward as I look making this video 🤣)
📸: SAGE NOLIN | CONTENT CREATOR
| Kamloops Financial Firm | Kamloops | Kamloops Financial Advisor | Kamloops Financial Planner | Kamloops Living |
For many families, the goal isn’t just to own a cabin. It’s to keep it in the family for generations. 🌲
But without a plan, taxes, probate, family disagreements, or unexpected costs can force difficult decisions.
A few conversations and the right estate plan today can help make sure your wishes have the best chance of becoming reality.
If passing down the family cabin is important to you, don’t leave it to chance.
Because the best family traditions are the ones that can continue for generations.
| Kamloops | Lac Le Jeune | Family Cabin | Cabin | Secondary Property | Sun Peaks | Generations | Estate Planning | Kamloops Financial Planner | Kamloops Financial Advisor | Capital Gains Tax | Plan Ahead |
One of the biggest estate planning mistakes isn’t missing paperwork, it’s missing the big conversations.
When no one knows where the documents are, who the executor is, what your wishes are, or even who to call, it can leave the people you love feeling overwhelmed during an already difficult time.
✔️ Let your executor know they’ve been chosen.
✔️ Make sure your adult children know where important documents are.
✔️ Talk through your wishes before someone has to guess them.
✔️ Keep the conversation open as life changes.
Family meetings aren’t about sharing every financial detail, but it’s also not beneficial to leave them in the dark. It’s all about creating clarity.
SAGE NOLIN | CONTENT CREATOR
| Estate Planning | Will | Executor | Financial Planning | Kamloops Financial Firm | Kamloops Financial Planner | Kamloops Financial Advisor | Kamloops |
07/20/2026
I didn’t grow up around money. I grew up around resilience. 💪
I watched my single mom stretch every dollar. And even as a kid, I made a promise to myself:
👉🏻I will never feel powerless with money.
👉🏻I will always have financial independence.
At 21, I was earning $17/hour — and I bought my first home. 🏠
I scraped together 5% down, made it happen, and never looked back. 👋🏼
Since then, I’ve bought and sold 3 homes, earned 8 financial designations in 8 years, and built a career helping others feel empowered with their money, too.
💥 Because wealth isn’t about luck…
It’s about mindset, strategy, and someone in your corner who gets it.
I became a financial planner to prove to myself — and others — that if you can dream it, you can absolutely do it.
And now I help other women, families, and ambitious go-getters do the same. 🫶🏻
📸:
| My Reason Why | Kamloops Financial Planner | Kamloops Financial Advisor | Kamloops | Kamloops Living | Wealthy Roots Financial | Kamloops Financial Firm |
07/16/2026
Music to my ears 🎵 👂
📸:
| Referrals | Kamloops | Kamloops Financial Planner | Kamloops Financial Firm | Kamloops Living | Financial Firm | Financial Advisor | Kamloops Financial Advisor |
I am always the somehow, but I don’t actually mind 😉
| Kamloops Financial Firm | Kamloops | Kamloops Financial Advisor | Kamloops Financial Planner | Investment Management | Retirement Planning | Kamloops Living |
📸: @11.11socials
Click here to claim your Sponsored Listing.
Category
Contact the business
Address
500 Victoria Street
Kamloops, BC
Opening Hours
| Monday | 8am - 4:30pm |
| Tuesday | 8am - 4:30pm |
| Wednesday | 8am - 4:30pm |
| Thursday | 8am - 4:30pm |
| Friday | 8am - 4:30pm |