Estate Planning


At Up Financial, we guide you through Estate Planning to ensure your affairs are in order. From wills and personal directives to power of attorney documents, we help streamline your estate, fulfill your wishes, and most importantly, maintain family harmony for the future.

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184 Kinney Ave
Penticton V2A 3N9

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Penticton & Wine Country Chamber of Commerce (BC)
Steven Theimer, CFP®, RRC® - Up Financial is a proud member of

Penticton & Wine Country Chamber of Commerce (BC)

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