Wealth Management in Pandosy, Kelowna, BC

wealth management in Pandosy, Kelowna, BC (Results 1 - 3 of 3)

Closed now

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

+1 250-763-8144

... communities we serve across the Okanagan. Whether it's Business or Personal Banking, Wealth Management or Mortgages, our friendly financial experts will help you manage your finances, buy a...

Ipc Investment Corporation

3017 TUTT STREET, Kelowna, V1Y 2H4

250 861 4481

... dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them. Recognizing that no two clients have identical needs...

Aura Wealth Management of Raymond James Ltd.

Open now

448 West Avenue, Kelowna, V1Y 4Z2

778-940-4200

Wealth Management (AWM) creates bespoke wealth management strategies using sophisticated investment techniques for business owners, professionals and their families. With Raymond James Ltd. and...

Other nearby results from the 'Financial Consultants' category

Investment Planning Counsel Gooder Team

Closed now

3017 Tutt Street, Kelowna, V1Y 2H4

(250) 861-4481

... Exchanges, Retirement & Financial Planning, Investment Consultation & Advice, Investing Service,...

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

Closed now

302-2755 Tutt Street, Kelowna, V1Y 0G1

(250) 861-5433

Doug Knight - IPC Investment Corporation

550 West Ave, Kelowna, V1Y 4Z4

(250) 712-1131

Lakeside Financial Planning

Closed 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.

Smarter Financial Planning Ltd.

Closed now

214 – 3030 Pandosy Street, Kelowna, V1Y 0C4

(236) 420-4090

Winslow Grant Wealth Planning

473 West Ave, Kelowna, V1Y 4Z3

(250) 862-8009

... Finance, Insurance, Security Brokers & Dealers, Retraite et Planification financière, Dealers,...

Provident Partners

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

(778) 477-4441

... Financial Planner

James Gerwing Agency

Closed now

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

(250) 763-4750

Independent Financial Advisor

John Braun - Raymond James Ltd.

575 Osprey Avenue, Kelowna, V1Y 5A7

+1 250-763-9300

Grant Oram - Raymond James Ltd.

302 - 575 Osprey Avenue, Kelowna, V1Y 5A7

250-763-9300

Deryl Priebe - Raymond James Ltd.

302 - 575 Osprey Avenue, Kelowna, V1Y 5A7

250-763-9300

Hal Spelliscy - Raymond James Ltd.

575 Osprey Avenue, Kelowna, V1Y 5A7

+1 250-763-9300

JGA Wealth Group

Closed now

203-575 Osprey Ave, Kelowna, V1Y 5A7

(236) 420-4664

Henry Akafia - TD Financial Planner

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

(250) 470-3049

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be...

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.