Investment Planning in Kelowna, BC - page 2

Rob Schultz - Raymond James Ltd.

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1632 Dickson Avenue, Kelowna, V1Y 7T2

+1 250-448-8851

Benewealth Strategies Inc

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301 – 540 Lawrence Avenue, Kelowna, V1Y 6L7

(778) 478-0267

RBC PH&N Investment Counsel Inc.

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1631 Dickson Avenue, Kelowna, V1Y 0B5

+1 604-363-1367

Investment Counsel, our Investment Counsellors are committed to simplifying your life so you can focus on what matters most to you. We offer a personalized approach to wealth management combined with...

Central Okanagan

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1450 K.L.O. Road, Kelowna, V1W 3Z4

(250) 469-6204

... investment company

Odlum Brown Limited Kelowna

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1631 Dickson Ave, Suite 1500, Kelowna, V1Y 0B5

(250) 861-5700

Argent Diversified

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540 Lawrence Ave #201, Kelowna, V1Y 6L7

(250) 717-6637

Stonecastle Investment Management Inc

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1708 Dolphin Ave #205, Kelowna, V1Y 9S4

(250) 448-6475

iA Private Wealth

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1500 Hardy St #307, Kelowna, V1Y 8H2

(250) 861-3411

Twin View Financial Ltd

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201 – 1561 Sutherland Ave, Kelowna, V1Y 5Y7

Global Market Source International Ltd.

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1730 Richter St #416, Kelowna, V1Y 0G5

(778) 484-1967

Toic Wealth Management

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1350 St Paul St, Suite 201, Kelowna, V1Y 2E1

(250) 869-9636

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

Toic Wealth Management receives high praise from customers for Jocko's expertise, knowledge, patience, prompt response, and honesty. His ability to provide sound investments, second opinions, and excellent customer service is appreciated. Trustworthiness and reliability are key attributes mentioned by clients. Recommendations to friends and family are common.

Northern Alliance Financial

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101A - 1735 Dolphin Ave., Kelowna, V1Y 8A6

... Investment company, Mortgage Brokers, Mortgage broker

Three Point Capital

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1980 Cooper Road, #210, Kelowna, V1Y 8K5

(250) 979-2911

We are a private Canadian non-bank mortgage lender providing mortgage financing in marketable urban communities in British Columbia, Alberta, Saskatchewan and Manitoba. Working through the ... Loan Service, mortgage broker, Investment Management Company, Investment company

Forever Financial Services Inc.

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1980 Cooper Rd #218, Kelowna, V1Y 8K5

(778) 363-8944

We strive to provide our clients with quality service, products that meet their needs, and to build relationships that help develop bright financial futures. We are your local Okanagan benefit ... financial services, insurance, financial, wealth management, investment, finance, employee benefits

Chris Gorman - FocalPoint Financial Group Inc.

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1726 Dolphin Ave #302, Kelowna, V1Y 9R9

(250) 863-2952

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

Chris Gorman of FocalPoint Financial Group Inc. is commended for his expertise, patience, and attentiveness in addressing customers' financial needs, whether personal or business-related. He is known for taking the time to understand individual circumstances and offering tailored advice. His caring, professional demeanor instills trust and ensures customers feel comfortable and informed in their financial decisions.

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.

Associated Property Management Ltd

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Suite 1 - 1441 St. Paul Street, Kelowna, V1Y 2E4

(250) 712-0025

... and the Okanagan Valley, strata services, etc. "our commitment is provide worry free investment property ownership". Originally formed in 1902 as Carruthers & Meikle Ltd, Associated...

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...

CoinFlip Bitcoin ATM

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5315 Main Street Unit 101, Kelowna, V1W 4V3

CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your bitcoin address, and input your...