Financial Planning Services in Kelowna, BC - page 2

Johnson Legacy Wealth Management

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310 - 1632 Dickson Ave, Kelowna, V1Y 7T2

(250) 448-8848

Clear Worth Financial Group

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1631 Dickson Avenue, Kelowna, V1Y 0B5

(250) 899-2337

Huften Financial Group

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565 Bernard Ave., Kelowna, V1Y 8R4

(778) 484-2683

SWAN Wealth Management of Raymond James Ltd.

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500 - 1726 Dolphin Ave, Kelowna, V1Y 9R9

(250) 979-2700

Cibc Wood Gundy

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1708 Dolphin Ave, Suite 1007, Kelowna, V1Y 9S4

(250) 717-2600

... CIBC Wood Gundy, Financial consultant

M d Management Ltd

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240 - 1060 Manhattan Dr, Kelowna, V1Y 9X9

(250) 762-4261

... Investment Consultation & Advice, services financiers, Financial Planner, conseillers,...

Sterling Mutuals

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1441 Ellis St, Kelowna, V1Y 2A3

(250) 762-2112

... Consultant, Financial Planning Consultants, Financial consultant, Investment Consultation & Advice

Customers praise the exceptional services provided by the team at Sterling Mutuals in Kelowna. They highlight the expertise, thoroughness, and caring nature of individual practitioners such as Dr. Troy, Brooke, and Shardul. The relaxing and rejuvenating ambiance is also frequently mentioned. The CORE is described as a safe haven for the body, offering professional, knowledgeable care for various ailments.

Peacock Sheridan

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314 - 1290 St. Paul Street, Kelowna, V1Y 2C9

(250) 869-1451

... Financial Planner

Nicole (Nicky) Griffin Financial Security Advisor and Investment Representative

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1631 Dickson Ave #1601, Kelowna, V1Y 0B4

(250) 938-5901

Nicola Wealth Management

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1631 Dickson Ave #910, Kelowna, V1Y 0B5

(250) 763-9757

IG Wealth Management - DARCY FETH, B Comm CFP RRC CPCA

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1631 Dickson Avenue, Kelowna, V1Y 0B5

(250) 762-3329

Rick Adrian - Raymond James Ltd.

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Suite 500, 1726 Dolphin Avenue, Kelowna, V1Y 9R9

250-979-2703

Offering a wide range of investment services, Rick is committed to helping you achieve your financial goals. Personalized service is what sets Rick apart from others in the industry. Rick works with...

Aura Wealth Management of Raymond James Ltd.

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448 West Avenue, Kelowna, V1Y 4Z2

778-940-4200

Aura Wealth Management (AWM) creates bespoke wealth management strategies using sophisticated investment techniques for business owners, professionals and their families. With Raymond James Ltd. and...

SVG Capital Group

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1620 Dickson Ave, Suite 610, Kelowna, V1Y 9Y2

(250) 448-7450

Bruce and Bernie

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210-1060 Manhattan Dr, Kelowna, V1Y 9X9

(778) 484-7270

Cross Border Tax and Investment (Canada/USA) SWAN Wealth Management

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1499 St Paul St, Suite 1000, Kelowna, V1Y 9R9

... Financial consultant

Lakeside Financial Planning

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550 West Ave #221, Kelowna, V1Y 4Z4

(250) 712-1131

Lakeside Financial Planning received numerous praises from customers for their exceptional financial consultants, specifically Darcy. He takes time to understand clients' needs, offers various insurance and investment options, and listens attentively to their preferences. The company prides itself on providing a wide range of services, including sustainable and responsible investing, behavioural cash-flow planning, and long-term financial planning. Customers also appreciate the free parking and convenient location. Overall, clients describe Lakeside Financial Planning as a highly professional and helpful organization.