Investment Planning in Kelowna, BC - page 4

Assante Capital Management Ltd.

216 - 3477 Lakeshore Road, Kelowna, V1W 0A7

(778) 484-8100

... management, Mortgage referral, Investment solutions, Wealth planning, Income protection, Tax...

Roberta Mcintyre PFP-Freedom 55 Financial

406 - 1708 Dolphin Avenue, Kelowna, V1Y 9S4

(250) 763-1114

... of financial products from other financial institutions. A London Life subsidiary, Quadrus Investment Services Ltd., offers powerful investment choices through the exclusive Quadrus Group of Funds.

The MacLean Team of Wealth Advisors, HollisWealth

1631 Dickson Ave, Suite 1100, Kelowna, V1Y 0B5

(778) 484-8216

Altyn Equities

3749 Mission Springs Drive, Kelowna, V1W 3M1

(778) 363-3103

... Property Investment

John Braun - Raymond James Ltd.

575 Osprey Avenue, Kelowna, V1Y 5A7

+1 250-763-9300

Graham Burns - Raymond James Ltd.

500 - 1726 Dolphin Avenue, Kelowna, V1Y 9R9

250-979-3060

Hal Spelliscy - Raymond James Ltd.

575 Osprey Avenue, Kelowna, V1Y 5A7

+1 250-763-9300

Origination Mortgage Corp

2126 Long Street, Kelowna, V1Y 0C6

(250) 212-2010

... Loan Service, Mortgage Lender, Real Estate Investment Firm, Mortgage Brokers, Mortgage broker

David Allard - ScotiaMcLeod, Scotia Wealth Management

1620 Dickson Avenue, Kelowna, V1Y 9Y2

(250) 868-5525

Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with...

Gordon Bell - ScotiaMcLeod, Scotia Wealth Management

1620 Dickson Avenue, Kelowna, V1Y 9Y2

(250) 868-5522

Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with...

Assante Capital Management Ltd.

1631 Dickson Avenue Landmark, Suite 1100, Kelowna, V1Y 0B5

(604) 579-0465

... management, Mortgage referral, Investment solutions, Wealth planning, Income protection, Tax...

Rj Quigley Financial Services Inc

1632 Dickson Ave, Kelowna, V1Y 7T2

(250) 861-1219

... Planning, Security & Commodity Brokers, Financial Planner, Exchanges, Finance, Real Estate,...

Richard Provost Investments

800 Stockwell Ave, Kelowna, V1Y 6V9

(250) 863-6583

Canada Mortgage & Housing Corporation

565 Bernard Ave, Kelowna, V1Y 6N2

(250) 317-5360

... Investment Management Company, Mortgage broker, Mortgage Brokers, Housing Development

Bay & Associates

Open now

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 in ... Financial planning, financial advisor, investment advisor

Mountain Planning Group Inc

Open now

Kelowna, BC

+1 778-753-4115

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 investments...

Sterling Mutuals

Open now

1441 Ellis St, Kelowna, V1Y 2A3

(250) 762-2112

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

Customers praise the exceptional services provided by the team at Sterling Mutuals in Kelowna. They highlight the expertise, thoroughness, and caring nature of individual practitioners such as Dr. Troy, Brooke, and Shardul. The relaxing and rejuvenating ambiance is also frequently mentioned. The CORE is described as a safe haven for the body, offering professional, knowledgeable care for various ailments.