Investment Companies & Services in North Kelowna, Kelowna, BC with e-mail, opening times
Find accurate info on the best investment companies in North Kelowna, Kelowna. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 2 out of 2
Showing results: 1 - 2 out of 2
Results from the 'Investment Companies & Services' category in North Kelowna, Kelowna
Closed now
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 Wealth Management is a fully licensed boutique financial advisory firm dedicated to your success by providing access to three world-class wealth management services, insurance brokerage se, and a leading-edge digital platform. Our team provides customized Wealth Management, Insurance, Tax, Retirement, Intergenerational Wealth Transfer Strategies, Estate, and Succession Strategies. Leading the way, building relationships, dedicated to your success in life. PLEASE NOTE THAT WE ARE NOT AFFILIATED WITH ANY OTHER FIRM UTILIZING "PETERS WEALTH MANAGEMENT." 
Closed now
1060 Manhattan Dr #210, Kelowna, V1Y 9X9
(778) 484-7270
Ingenium Financial Services was founded with the idea that every client is unique. We won't try to squeeze you into some pre-packaged wealth management plan. We will work with you on every aspect of asset management to make sure that you and your family are protected. We pride ourselves on personal service and attention. We hire the best people so we can put their experience to work for you.