Financial Planning Services in Kelowna, BC

Fraser Financial Group

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1708 Dolphin Ave, Kelowna, V1Y 9S4

(250) 861-3200

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

Lazare Financial Services Inc.

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205-1630 Pandosy St, Kelowna, V1Y 1P7

(778) 760-0020

At Lazare Financial Services we take pride in providing professional investment and risk management solutions to our clients. Our approach is simple yet comprehensive - by understanding that each...

Bay & Associates

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1631 Dickson Ave Floor 6, Kelowna, V1Y 0B5

(250) 980-0041

For over 25 years, Bay & Associates Private Wealth Management has provided comprehensive and personalized financial planning expertise for clients across Western Canada. Our offices are located...

Rampone-Marsh Mortgages

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1290 Saint Paul Street, Kelowna, V1Y 2C9

+1 250-801-8834

... Mortgages is the mortgage broker Kelowna trusts. We'll shop to find you the best mortgage rates and options. Contact Rampone-Marsh Mortgages to schedule our mortgage services in Kelowna today!

Rampone-Marsh Mortgages received numerous praises from customers for their professionalism, expertise, and exceptional service in helping them secure mortgages. Lennie and Aaron were frequently mentioned for their in-depth knowledge, personable approach, and ability to provide creative solutions. Customers appreciated their clear communication, quick response times, and attention to detail. Some shared their positive experiences with difficult qualifying situations and tight deadlines. Overall, Rampone-Marsh Mortgages were commended for their commitment to making the mortgage process seamless and stress-free.

Mountain Planning Group Inc

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Kelowna, BC

+1 778-753-4115

At Mountain Planning Group Inc, we help clients achieve their goals in each stage of life. Located in Kelowna, we provide a wide range of services for individuals and business. Our expertise includes...

Lauzon Financial Advisors Inc

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1433 Saint Paul Street, Kelowna, V1Y 2E4

+1 250-717-8444

Creative and Innovative Tax Reduction, Cash Flow Creation, Wealth Creation and Wealth Preservation

BDO Canada LLP - Kelowna

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1631 Dickson Avenue, Kelowna, V1Y 0B5

+1 250-763-6700

services to clients across a variety of sectors and segments. For over 100 years, our team has served communities across Canada through an integrated service offering including accounting, assurance,...

Quail Ridge Financial Services

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3185 Via Centrale, Kelowna, V1Y 4Z4

(250) 765-9884

Quail Ridge Financial Services is in the business of enhancing our clients’ quality of life by reducing financial stress. We are a family and team of committed, positive and successful professionals...

Sun Life Financial Okanagan financial centre

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2139 Springfield Rd, Kelowna, V1Y 7X1

(250) 860-6403

... Financial consultant, financial services, insurance agents

J P Financial Inc

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1708 Dolphin Ave #1004, Kelowna, V1Y 9S4

... Financial Planning, Financial Planner

Reid & Associates Financial Solutions

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101 – 1433 St. Paul Street, Kelowna, V1Y 2E4

(250) 860-6464

... Financial Planner, Financial Planning Consultants, Security & Commodity Brokers, Exchanges,...

Thom & Associates Financial Planners Incorporated

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312 - 1890 Cooper Road, Kelowna, V1Y 8B7

(250) 861-7777

... independent financial planning brokers in the Okanagan Valley and Interior of British Columbia, providing insurance, financial, estate/ executor and consulting services for individuals, families and...

Raymond James Kelowna

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310-1632 Dickson Avenue, Kelowna, V1Y 7T2

(250) 448-8848

1867 Private Wealth Management of Raymond James Kelowna is an upscale boutique independent financial advisory group within Raymond James Ltd., integrating elite services with a world-class investment...

Grant Delcourt

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1620 Dickson Avenue, Kelowna, V1Y 9Y2

(250) 868-5509

ScotiaMcLeod®, a division of Scotia Capital Inc. ... Financial Planner

Stathopulos Advisory Group – ScotiaMcLeod, Scotia Wealth Management

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1620 Dickson Avenue, Kelowna, V1Y 9Y2

(250) 868-5521

... and the opportunities that make up your life, the people you call family; and the impact your financial decisions will have on your future. ScotiaMcLeod®, a division of Scotia Capital Inc.

Farm Credit Canada Kelowna

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Suite 1030 - 1700 Dickson Avenue, Kelowna, V1Y 0L5

(250) 470-5050

... Credit union, Financial services

RBC Dominion Securities Inc.

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1631 Dickson Avenue, Kelowna, V1Y 0B5

+1 250-712-2100

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...