Sterling Advisory

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Kelowna, BC
Sterling Advisory

Sterling Advisory specializes in helping clients transfer their existing UK pension funds to Canada.

Mark has worked in the Financial Services Industry for over 30 years. His experience includes employment with many of the large UK Financial Institutions such as Lloyds TSB, National Westminster Bank, and Bradford & Bingley Building Society. In the UK, Mark successfully ran his own business as an Independent Financial Consultant, where he built up a large and loyal clientele. When he immigrated to

Canada with his wife and daughter in 2007, Mark became a qualified advisor and quickly established a clientele of Canadian clients and British Ex-Patriots who now reside in Canada. Mark is able to meet with his clients personally to complete any paperwork and go through any questions regarding the QROPS UK pension to Canada transfer process. His clients feel that this is essential when dealing with their UK pension transfers to Canada. As one of the foremost experts in UK pension transfers, let Mark at Sterling Advisory help you transfer your UK Pension to Canada both quickly and confidently.

06/23/2026

looking forward to another packed out England game at KBI . Free draw for England Jersey and Merch proudly sponsored by "Sterling Advisory Inc."

06/19/2026

Consider this your pre-festival session ☀️⚽

The RTL Patio Party presented by Sterling Advisory lands at The Train Station Pub on June 24 from 1PM–5PM.

We’re watching Team Canada take on Switzerland in the FIFA World Cup and turning the patio into a summer soundtrack:
🍹 Canadian Club feature cocktails
🎟️ Rock The Lake festival pass giveaways
🎯 Games, prizes + patio fun

Big thanks to Sterling Advisory for supporting the RTL family by helping Canadians and British expats transfer UK pensions to Canada with confidence and clarity.

See you there 🍻

06/18/2026

Sterling Advsory Inc. Pleased to sponsor the England Merch Givaways for this game.....what a turn out and what a result !

06/02/2026

Sterling Advisory Inc. will be sponsoring the free draw for England Jerseys and Merch at the upcoming games being shown at KBI ( Kelowna Beer Institute ) in downtown Kelowna. If your looking for a great atmosphere to watch the games at, and the chance to win some England goodies, KBI is your "England House" venue !

05/28/2026

The RTL Patio Party presented by Sterling Advisory is back for another season! ☀️

We're taking over Central on June 11 from 7pm - 11pm for a night of drink specials, music from DJ Invizible, giveaways, and a chance to win festival passes!

We're excited to have our friends at Sterling Advisory as part of the RTL family. Sterling Advisory specializes in helping Canadians and British expatriates transfer UK pensions to Canada with confidence and clarity. Visit their website to learn more!

See you there! 🍻

11/11/2024

11/11/11

03/13/2024

"Tapping" into the future !

07/01/2023

04/27/2023

Better Business Bureau Anniversary of A+ Accredited Sterling Advisory Inc. !

12/22/2022

Wishing everybody a Merry Christmas and a Happy New Year

Address

110/565 Bernard Avenue # 110
Kelowna, BC
V1Y8R4

Website

http://sterlingadvisory.com/

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