Financial Consultants in Sagebrush, Kamloops, BC
Find accurate info on the best financial consultants in Sagebrush, Kamloops. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 9 out of 9
Showing results: 1 - 9 out of 9
Results from the 'Financial Consultants' category in Sagebrush, Kamloops
Closed now
843 Seymour Street, Kamloops, V2C 2H6
(250) 377-7664
IPCC, SERVICES FINANCIERS, mutual funds, Financial Planner, Advisor Canada, IPC, Investment, Financial consultant, FINANCIAL PLANNING CONSULTANTS, Investment Consultation & Advice 
Closed now
736 Seymour St, Kamloops, V2C 2H3
(250) 828-6767
Finance, Retirement Planning Consultants, Insurance Agents & Brokers, Financial Planner, Planificateurs financiers, Finances et Légal, Retirement & Financial Planning, Retraite et Planification financière, Financial Planners 
Closed now
731 Victoria St, Kamloops, V2C 2B5
(250) 434-8014
Financial consultant, Financial Planner 
Closed now
736 Seymour Street, Kamloops, V2C 2H3
(250) 828-6767
Closed now
585 Tunstall Crescent, Kamloops, V2C 3J1
(250) 318-2337
Financial Planner, Financial consultant 
Closed now
774 SEYMOUR STREET, Kamloops, V2C 2H3
250 828 6767
At Investment Planning Counsel, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them. Recognizing that no two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will adjust your plan, if needed, to keep it targeted toward your priorities in life. With early planning and expert guidance from IPC, even the most elusive dreams can become a reality. Helping you Live Your Dream The next key success factor is to work with a trusted advisor to develop a plan. Learn more about Our services. Visit the Resources section for more information and investment tools. What is Your Dream? Most people hope to achieve financial independence, but what exactly does that mean to you? What do you want from life? What are your dreams? For example: To buy a home or vacation property? To start a business or pursue a hobby? To help a child or grandchild get a great education? To travel to far-away places … in retirement or before? To leave a legacy to family members or a favourite charity? Whatever your dream, it's important that you define it as clearly as possible and put it to paper. Studies show that people who write down their goals are far more successful in achieving them than those who do not. Be sure to include a target date for each goal. And try to estimate the cost in today’s dollars, if possible. Now you're ready to meet with one of our IPC Advisors and develop a financial plan to steer you toward your dreams. 
Closed now
719 Seymour Street, Kamloops, V2C 2H4
(250) 828-1361
Insurance agency, Financial Planning Consultants, Consultant, life insurance, Health, Brokers and Service, Insurance Agents & Brokers, Insurance Agents 
731 Victoria Street, Kamloops, V2C 2B5
(250) 851-2727
Insurance Agents & Brokers 
Nearby results from the Financial Consultants category
Closed now
121 5 Ave, Unit 301, Kamloops, V2C 0M1
(250) 372-0380
Closed now
301-444 Victoria Street, Kamloops, V2C 2A7
(250) 374-5908
Accountant, Financial Planner, Tax preparation service, Chartered Accountant 
Closed now
103-418 St Paul St, Kamloops, V2C 2J6
(250) 314-0233
Experienced and Established For over 36 years, the Corrigan Financial Group has delivered unparalleled benefit and financial services to public and private sector organizations through the BC Interior. The Corrigan Financial Group is one of BC’s largest benefits consulting firms with thousands of employees and their family members depending on the benefit plans we provide. We offer employers the strength of group buying power, the cost effectiveness of customized solutions and the comfort of working with an experienced client service team. We're Available At Corrigan Financial Group we feel that the best way to service our clients is on their time. We are available through text and cell phone to meet all your current communication needs. We can work with your appointment schedule and are flexible about the way you would like to set up your appointments. No Pressure We understand that you have a busy schedule. We here at Corrigan Financial Group have a custom form that we call the 20/20 questionnaire. It helps us determine how we can best serve you and it only takes about 20 minutes during a cup of coffee. Local and Personalized Service We have been servicing Kamloops for over 36 years. This gives us an advantage to knowing our market and clientele. Also working as a family gives our service a seamless feel. As you deal with any Corrigan member you will receive the same high level of service every time. We understand your specific goals and needs in the recent local market and we can customize any portfolio based on that. 
Customers highly praise the knowledgeable, helpful, and patient team at Corrigan Financial Group Inc for providing personalized financial advice and planning, answering questions thoroughly, and going the extra mile to ensure clients' best interests are met. They also commend the company's community involvement. 
Closed now
175 4 Ave, Suite 305, Kamloops, V2C 3N3
(250) 374-2429
Insurance Brokers, Insurance agency, Insurance agents 
Closed now
350 Lansdowne Street, Kamloops, V2C 1Y1
+1 250-377-4937
With a branch in Kamloops, Interior Savings is a locally-based, community-driven Credit Union. Our motto is "Local Money for Local Good" because we proudly share our profits with our 70, 000+ members and invest in the communities we serve across the Okanagan. Whether it's Business or Personal Banking, Wealth Management or Mortgages, we'll help you manage your finances, buy a home, plan for retirement, invest and so much more. We also offer full Insurance Services including home, travel, auto and commercial. Friendly, expert advice by certified staff covers all your needs. Visit us in branch or call us toll-free at 1-855-220-2580. 
301 Victoria Street, Kamloops, V2C 2A3
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you. 
301 Victoria Street, Kamloops, V2C 2A3
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you. 
301 Victoria Street, Kamloops, Bc, V2C 2A3
(250) 314-5120
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you. 
Closed now
301 Victoria Street, Kamloops, V2C 2A3
(250) 314-0261
MNP offers permanent debt recovery solutions to individuals struggling with an overwhelming amount of debt or insolvency. Our trustees are here to help. 
Closed now
301 Victoria St, Kamloops, V2C 2A3
(250) 374-5908
With more than 120 offices across the country, MNP provides tailored expertise in tax, accounting and a wide range of business advisory services. MNP is there, wherever business takes you