Financial Planners in Kettle Valley, Kelowna, BC

Cvc Financial Services Ltd

Open now

440 Curlew Dr, Kelowna, V1W 4L2

(250) 764-5433

... et Légal, financiers, Exchanges, Consultant, Financial Planner, Financial Planning Consultants

DKL Financial Services Inc

Open now

216-3477 Lakeshore Rd, Kelowna, V1W 0A7

+1 778-940-3607

Financial Services

Holistic Fiscal Strategies Inc.

Open now

9-3151 Lakeshore Rd, Kelowna, V1W 3S9

(250) 872-1900

... Financial Planner

HollisWealth

Open now

105-3140 Lakeshore Road, Kelowna, V1W 3T1

(250) 860-7746

... Financial Planner

Henry Akafia - TD Financial Planner

605 K.L.O. Road, Kelowna, V1Y 8E7

(250) 470-3049

... to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.

Henry Akafia of TD Financial Planner in Kelowna is praised for his professionalism, friendliness, and ability to give great financial advice. He came prepared with an agenda and asked pertinent questions. Clients appreciate his patience and kind demeanor.

Interior Savings

Closed now

595 K. L. O. Road, Kelowna, V1Y 8E7

+1 250-763-8144

... Whether it's Business or Personal Banking, Wealth Management or Mortgages, our friendly financial experts will help you manage your finances, buy a home, plan for retirement, invest and so much...

James Gerwing Agency

Open now

985 K. L. O. Rd #318, Kelowna, V1Y 9L2

(250) 763-4750

Independent Financial Advisor

Provident Partners

#403-590 K.L.O. Rd, Kelowna, V1Y 7S2

(778) 477-4441

... Financial Planner

Smarter Financial Planning Ltd.

Open now

214 – 3030 Pandosy Street, Kelowna, V1Y 0C4

(236) 420-4090

Accomplish Insurance - Life Insurance, Disability Insurance & Critical Illness Cover

Open now

302-2755 Tutt Street, Kelowna, V1Y 0G1

(250) 861-5433

Investment Planning Counsel Gooder Team

Open now

3017 Tutt Street, Kelowna, V1Y 2H4

(250) 861-4481

..., Insurance, Real Estate, Dealers, Planificateurs financiers, Financial Planners, Financial Planning

Ipc Investment Corporation

3017 TUTT STREET, Kelowna, V1Y 2H4

250 861 4481

... two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal...

Winslow Grant Wealth Planning

473 West Ave, Kelowna, V1Y 4Z3

(250) 862-8009

... Retirement & Financial Planning, Financial Planners, Security brokers and dealers, Real Estate,...

Doug Knight - IPC Investment Corporation

550 West Ave, Kelowna, V1Y 4Z4

(250) 712-1131

Lakeside Financial Planning

Open now

550 West Ave #221, Kelowna, V1Y 4Z4

(250) 712-1131

Lakeside Financial Planning received numerous praises from customers for their exceptional financial consultants, specifically Darcy. He takes time to understand clients' needs, offers various insurance and investment options, and listens attentively to their preferences. The company prides itself on providing a wide range of services, including sustainable and responsible investing, behavioural cash-flow planning, and long-term financial planning. Customers also appreciate the free parking and convenient location. Overall, clients describe Lakeside Financial Planning as a highly professional and helpful organization.