Financial Planning Services in Kelowna, BC - page 5

Accomplish Insurance - Life Insurance, Disability Insurance & Critical Illness Cover

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302-2755 Tutt Street, Kelowna, V1Y 0G1

(250) 861-5433

Columbia Kerr & Company, Chartered Professional Accountant

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1632 Dickson Avenue, #105, Kelowna, V1Y 7T2

(250) 448-6299

... Company, Kelowna Chartered Professional Accountants, provides Tax, Accounting, and Advisory services to small businesses and individuals in the Kelowna and Greater Vancouver Area. Our firm...

Matte & Associates Financial Solutions

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1789 K. L. O. Rd #203, Kelowna, V1P 0A1

(250) 869-8695

Kelowna Financial planners and Manulife Insurance advisors for travel, life and health insurance. Disability and critical illness protection. Professional estate planning and registered retirement...

Matte & Associates Financial Solutions received numerous praises for their professional, knowledgeable, and trustworthy financial advisory services. Customers appreciated the quick turnaround time and personalized financial plans aligned with their goals. The team's expertise covered various aspects, including investments, insurance, home-ownership, and retirement planning. Chris and Maurice were frequently mentioned for their warm welcome, strong values, and commitment to their clients' best interests. The overall feeling is positive.

Serviss Wealth Management

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1726 Dolphin Ave #702, Kelowna, V1Y 9R9

(778) 484-1435

... Investing Service, Financial Planner, Insurance broker, Investment service, Financial consultant

Serviss Wealth Management's team, including Meghan and Dustin, are praised for their patient, educational approach and prioritizing clients' best interests. They offer clear and understandable advice, providing customized solutions and options. Customers appreciate their knowledge, expertise, and time commitment, leading to long-term relationships and confidence in their financial planning.

Farzam Sharifpour - TD Mortgage Specialist

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2339 Hwy 97 N, Kelowna, V1X 4H9

(250) 863-1078

... Financial Planner, Mortgage Brokers, Mortgage broker, Loan Service, Mortgage Lender

Farzam is a highly recommended mortgage specialist with exceptional professionalism and attention to detail. He goes above and beyond to help clients get the best mortgage rates and financial products. Customers praise his compassion, expertise, knowledge, quick response, and availability. Farzam is trusted and recommended by many.

Peters Wealth Management

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1447 Ellis Street, Kelowna, V1Y 2A3

(250) 718-3030

Independently owned and operated and headquartered out of Kelowna, BC, Peters Wealth Management has over 20 years of experience serving Kelowna and communities throughout Western Canada. Peters...

Foster Financial Services

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206-1824 Gordon Dr, Kelowna, V1Y 0E2

(250) 717-1631

... Planner, services financiers, Planificateurs financiers, conseillers, Planning, Financial Planning...

Ingenium Financial Services

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1060 Manhattan Dr #210, Kelowna, V1Y 9X9

(778) 484-7270

We connect our clients with best in class Investment Counsel and Portfolio Managers. ... wealth management, Financial consultant, financial planning, Investment management

Cvc Financial Services Ltd

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440 Curlew Dr, Kelowna, V1W 4L2

(250) 764-5433

... Security & Commodity Brokers, Planificateurs financiers, Dealers, Investment Consultation & Advice,...

Investment Planning Counsel Gooder Team

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3017 Tutt Street, Kelowna, V1Y 2H4

(250) 861-4481

... Exchanges, Retirement & Financial Planning, Investment Consultation & Advice, Investing Service,...

Wealthy Tortoise Financial Group

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1014 Glenmore Dr, Suite 201, Kelowna, V1Y 4P2

(250) 717-8800

... Insurance broker, Investment service, Investment Advisors, Financial Planning, Financial consultant...

Farm Credit Canada

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300-1674 Bertram Street, Kelowna, V1Y 9G4

(250) 470-5050

... financial services, credit union, Financial Institution

Benewealth

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1658 Commerce Avenue, Suite 203, Kelowna, V1X 8A9

(778) 478-0267

... Planner, investing service, insurance broker, Financial Services, Financial Planning, Bank

Benewealth's financial consultants are praised for their expertise, professionalism, and dedication to their clients' best interests. They provide personalized and timely advice, helping customers achieve their financial goals and build their portfolios. Open lines of communication and prompt response times enable effective financial adjustments. The team's caring and knowledgeable approach has resulted in strong client relationships and high satisfaction.

Kelowna Crypto

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170 Celano Crescent, Kelowna, V1V 0B6

+1 250-864-9828

..., and support you need to succeed in today's dynamic financial landscape. Whether you're new to investing or an experienced trader, Kelowna Crypto can help you achieve your financial goals.