Investment Companies & Services in Rutland, Kelowna, BC
Find accurate info on the best investment companies in Rutland, Kelowna. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 1 out of 1
Showing results: 1 - 1 out of 1
Results from the 'Investment Companies & Services' category in Rutland, Kelowna
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301 Highway 33 West, Kelowna, V1X 1X8
+1 250-765-7761
We have the largest network of branches and ATMs in Canada so you'll always have quick and convenient access when you need it. Many of our branches have Saturday or evening hours for your banking convenience. Need to deposit cash or cheques after hours? Night Deposit Services are available at most branches. Looking for a Loan, Mortgage or Investment advice? Book an appointment at a branch to get started. Nearby results from the Investment Companies & Services category
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1658 Commerce Avenue, Suite 203, Kelowna, V1X 8A9
(778) 478-0267
Investment service, Financial Planner, investing service, insurance broker, Financial Services, Financial Planning, Bank 
Benewealth's financial consultants are praised for their expertise, professionalism, and dedication to their clients' best interests. They provide personalized and timely advice, helping customers achieve their financial goals and build their portfolios. Open lines of communication and prompt response times enable effective financial adjustments. The team's caring and knowledgeable approach has resulted in strong client relationships and high satisfaction. 
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2139 Springfield Road, Kelowna, V1Y 7X1
(250) 575-2731
financial services, insurance agents 
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1840 Cooper Road, Kelowna, V1Y 8K5
+1 250-860-3727
We have the largest network of branches and ATMs in Canada so you'll always have quick and convenient access when you need it. Many of our branches have Saturday or evening hours for your banking convenience. Need to deposit cash or cheques after hours? Night Deposit Services are available at most branches. Looking for a Loan, Mortgage or Investment advice? Book an appointment at a branch to get started. 
Open now
1980 Cooper Road, #210, Kelowna, V1Y 8K5
(250) 979-2911
Investing in real estate offers security, but owning it can be risky when markets soften. MIC and mortgage investing offers downside protection relative to an equity investment when real estate prices decline. We lend on average 57% of the value of a home, so our portfolio can absorb a drop in the housing market with minimal expectation of loss. We provide mortgages to borrowers whose financing needs are not being met by larger financial institutions. The average size of mortgage in our portfolio as of June 30th, 2017 is $205, 371 with a weighted average interest rate of 8.48% and a portfolio average loan-to-value of 57%. The loan-to-value ratio of any mortgage at the time of underwriting may not exceed 75% of the current appraised value. We consider our mortgage portfolio high quality yet we are able to charge higher rates than the banks because we offer flexibility, short term solutions and we serve a segment of the market that is currently underserved. A typical loan in our portfolio has an interest rate of 6.5% to 8.5% per annum, a loan-to-value ratio of 55% – 65%, a one or two-year term and monthly amortized mortgage payments. 
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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. 
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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. 
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1708 Dolphin Ave #205, Kelowna, V1Y 9S4
(250) 448-6475
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101A - 1735 Dolphin Ave., Kelowna, V1Y 8A6
Investment company, Mortgage Brokers, Mortgage broker 
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1708 Dolphin Avenue, Kelowna, V1Y 9S4
(250) 868-8858
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy. 
406 - 1708 Dolphin Avenue, Kelowna, V1Y 9S4
(250) 763-1114
A division of London Life Insurance Company, Freedom 55 Financial is backed by a history of strength and stability. Founded in London, Ontario in 1874, London Life has helped Canadians meet their financial security needs for more than 140 years. Freedom 55 Financial offers London Life’s own brand of savings and investments, retirement income, life insurance, and mortgages. In addition, financial security advisors associated with London Life offer a broad range 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. 
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1632 Dickson Ave #500, Kelowna, V1Y 7T2
(778) 721-8496
1708 Dolphin Avenue, Kelowna, V1Y 9S4
(250) 979-7287
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy. 
1632 Dickson Ave, Kelowna, V1Y 7T2
(250) 861-1219
Planificateurs financiers, Insurance Agents & Brokers, Retirement & Financial Planning, Security & Commodity Brokers, Financial Planner, Exchanges, Finance, Real Estate, Retraite et Planification financière, Financial Planners, Insurance, Investment advice, Dealers, Finances et Légal 
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1631, Dickson Ave, Kelowna, V1Y 0B5
(250) 717-5510
Wealth advisory services only - Not a bank branch - No ABM available 
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1631 Dickson Avenue, Kelowna, V1Y 0B5
+1 250-712-2100
Whatever your wealth needs, RBC Dominion Securities offers comprehensive investment management services and solutions to help you build, maximize, and preserve your wealth. Our Investment Advisors collaborate with financial specialists from RBC Wealth Management to develop personalized strategies that help you protect your wealth and achieve your financial goals. For Canadian residents only. Please direct all complaints to your Investment Advisor. 
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1631 Dickson Avenue, Kelowna, V1Y 0B5
+1 604-363-1367
At RBC PH&N 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 professional expertise to free you from the daily details of managing your wealth.