Finance Services Tailored to Your Needs

Retirement Planning

Build a strong financial foundation for a secure and comfortable retirement.

Investment Strategies

Grow your wealth with personalized investment plans aligned with your goals.

wealth management

Comprehensive financial planning to preserve and enhance your assets.

Tax Optimization

Reduce tax liabilities and maximize your savings with strategic planning.

Estate Planning

Ensure your legacy is protected and efficiently transferred to your loved ones.

Investing For Kids

Plan ahead for your child’s financial future with smart investment strategies, e...

About Robert Daniel

At Tiki Tax and Tiki Wealth, led by Robert Daniel, our mission is to provide trusted financial, tax, and wealth management solutions tailored to your needs. We are committed to helping individuals, families, and businesses make informed decisions, optimize their financial strategies, and achieve long-term success. With a focus on accuracy, transparency, and personalized service, we strive to deliver guidance you can rely on in today’s ever-changing financial landscape.

Specializing in

Retirement Planning Tax Strategies Tax-Efficient Investing Estate Planning Life Insurance University Saving Portfolio Management Wealth Management Debt Management

What’s Your #1 Financial Goal Right Now?

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Testimonials

I had an excellent experience with TiKi Tax! They made the whole tax process simple, fast, and stress-free. The team is professional, friendly, and very knowledgeable about Canadian tax rules. I really appreciated how they took the time to explain everything clearly and made sure I got the best return possible. Highly recommend TiKi Tax to anyone looking for reliable and affordable tax services in Kelowna and Oliver!

Dave Daniel

Financial Planning Client

Will You Have Enough Saved for Retirement?

Retirement Saving!

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Need Financial Advice? Let’s Talk!

Robert Daniel

Are You Maximizing Your Tax Savings?

Tax Saving!

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