Investment Companies & Services in North Kelowna, Kelowna, BC with website

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 - 3 out of 3

Results from the 'Investment Companies & Services' category in North Kelowna, Kelowna

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

(250) 712-0025
Associated Property Management located in Kelowna, BC. Providing property managment services in Kelowna 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 Property Management is a full-service professional property management company with a growing portfolio encompassing BC s Central Okanagan region.
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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.