Financial Consultants in Pandosy, Kelowna, BC
Find accurate info on the best financial consultants in Pandosy, Kelowna. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 10 out of 10
Showing results: 1 - 10 out of 10
Results from the 'Financial Consultants' category in Pandosy, Kelowna
Open now
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. 
Open now
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 Raymond James (USA) Ltd., AWM also provides solutions for Canadians, Americans, and dual-citizens with cross-border investment and financial planning needs. The AWM team has over 50 years of combined experience. 
Open now
3017 Tutt Street, Kelowna, V1Y 2H4
(250) 861-4481
Exchanges, Retirement & Financial Planning, Investment Consultation & Advice, Investing Service, Finances et Légal, Security & Commodity Brokers, Finance, Investment service, Retraite et Planification financière, Investment advice, Insurance, Real Estate, Dealers, Planificateurs financiers, Financial Planners, Financial Planning 
Closed now
595 K. L. O. Road, Kelowna, V1Y 8E7
+1 250-763-8144
With a branch in Kelowna, 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, our friendly financial experts will help you manage your finances, buy a home, plan for retirement, invest and so much more. Visit us in branch or call us toll-free at 1-855-220-2580. 
3017 TUTT STREET, Kelowna, V1Y 2H4
250 861 4481
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. 
473 West Ave, Kelowna, V1Y 4Z3
(250) 862-8009
Finance, Insurance, Security Brokers & Dealers, Retraite et Planification financière, Dealers, Security & Commodity Brokers, Finances et Légal, Planificateurs financiers, Exchanges, Retirement & Financial Planning, Financial Planners, Security brokers and dealers, Real Estate, Financial Planner Nearby results from the Financial Consultants category
Closed now
302-2755 Tutt Street, Kelowna, V1Y 0G1
(250) 861-5433
Closed now
214 – 3030 Pandosy Street, Kelowna, V1Y 0C4
(236) 420-4090
605 K.L.O. Road, Kelowna, V1Y 8E7
(250) 470-3049
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. Henry Akafia of TD Financial Planner in Kelowna is praised for his professionalism, friendliness, and ability to give great financial advice. He came prepared with an agenda and asked pertinent questions. Clients appreciate his patience and kind demeanor. 
Open now
9-3151 Lakeshore Rd, Kelowna, V1W 3S9
(250) 872-1900
Financial Planner 