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 - 5 out of 5
Showing results: 1 - 5 out of 5
Results from the 'Financial Consultants' category in Pandosy, Kelowna
Closed 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. 
Closed 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 
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. 