Investment Companies & Services in Valleyview, Kamloops, BC
Find accurate info on the best investment companies in Valleyview, Kamloops. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 1 out of 1
Showing results: 1 - 1 out of 1
Results from the 'Investment Companies & Services' category in Valleyview, Kamloops
1967 East Trans Canada Highway, Kamloops, V2C 4A4
(778) 399-0384
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy. 
Nearby results from the Investment Companies & Services category
Closed now
736 Seymour Street, Kamloops, V2C 2H3
(250) 828-6767
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 
546 St Paul Street, Kamloops, V2C 5T1
(250) 314-6628
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy. 
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. 
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
275 Lansdowne Street, Suite 600, Kamloops, V2C 1X8
(250) 374-5308
Financial Service, financial services, insurance agents, Insurance Agent Closed now
275 Lansdowne St., Suite 600, Kamloops, V2C 1X8
(250) 374-5308
Sun Life Financial in Canada offers financial planning, investment options, retirement savings, life insurance, health insurance, group benefits and more. 
275 Seymour Street, Kamloops, V2C 2E7
(250) 851-2052
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy. 
275 Seymour Street, Kamloops, V2C 2E7
(236) 239-5265
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy. 
Closed now
186 Victoria Street, Kamloops, V2C 5R3
+1 250-372-8006
Whatever your wealth needs, RBC Dominion Securities offers comprehensive investment management services and solutions to help you build, maximize, and preserve your wealth. Our Investment Advisors collaborate with financial specialists from RBC Wealth Management to develop personalized strategies that help you protect your wealth and achieve your financial goals. For Canadian residents only. Please direct all complaints to your Investment Advisor. 
Closed now
186 Victoria Street, Kamloops, V2C 5R3
+1 250-371-1500
We have the largest network of branches and ATMs in Canada so you'll always have quick and convenient access when you need it. Many of our branches have Saturday or evening hours for your banking convenience. Need to deposit cash or cheques after hours? Night Deposit Services are available at most branches. Looking for a Loan, Mortgage or Investment advice? Book an appointment at a branch to get started. 
360 Greenstone Dr, Kamloops, V2C 1N7
778-220-4040
Succession planning options are limited as business owners look to “retire” from the businesses that they worked decades to build. We realize that passing one’s company to others is a difficult decision. Compounding this decision is the fact that a successful operating company is the most complex asset a person can own. We are a group of experienced business advisers and existing business owners who offer a solution to this need. We will work with existing management teams to transition ownership to an expert group of business leaders to maximize the chance of both survival, and continued success. The Partners Group at Western Legacy have decades of experience in either running or advising companies of various sizes. Each one of us have our own areas of expertise, which will not only ensure a smooth transition and continued viability, but long term success. 
1315 Summit Dr., Kamloops, V2C 5R9
(778) 909-6940
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy. 
Closed now
1211 Summit Dr #207, Kamloops, V2C 5R9
(250) 372-3736
Open now
1210 Summit Drive, Kamloops, V2C 6M1
+1 250-374-8334
We have the largest network of branches and ATMs in Canada so you'll always have quick and convenient access when you need it. Many of our branches have Saturday or evening hours for your banking convenience. Need to deposit cash or cheques after hours? Night Deposit Services are available at most branches. Looking for a Loan, Mortgage or Investment advice? Book an appointment at a branch to get started. 
Open now
1180 Columbia St W, Unit F101L, Kamloops, V2C 6R6
(250) 828-8802