Planification Financière in Kelowna, BC

Wealthy Tortoise Financial Group

Closed now

1014 Glenmore Dr, Suite 201, Kelowna, V1Y 4P2

(250) 717-8800

... Insurance broker, Investment service, Investment Advisors, Financial Planning, Financial consultant...

Original Kelowna Bookkeeping Company

Closed now

1835 Nancy Way Ct, Kelowna, V1Z 4C1

(250) 575-9339

... Financial Planner, Tax preparation service, Bookkeeping service, Accountant

Debtco Canada

Closed now

Suite 1100, 1631 Dickson Avenue, Kelowna, V1Y 0B5

(778) 400-4497

Customers express gratitude and praise the team's professionalism, understanding, and expertise in handling delicate financial situations. They appreciate the level of care and success in providing financial peace of mind. Questions are answered kindly and in a timely manner.

Capri Insurance

Closed now

1500 Hardy St # 100, Kelowna, V1Y 8H2

(250) 860-2426

Capri Insurance, Kelowna, BC. We provide insurance products such as home, commercial, business, ICBC auto and travel Medical, as well as Group Benefits, Wealth Management, Mortgages and Leasing...

Benewealth

Closed now

1658 Commerce Avenue, Suite 203, Kelowna, V1X 8A9

(778) 478-0267

... Investment service, Financial Planner, investing service, insurance broker, Financial Services,...

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.

Farm Credit Canada

Closed now

300-1674 Bertram Street, Kelowna, V1Y 9G4

(250) 470-5050

... financial services, credit union, Financial Institution

Premier loans Canada

Open now

1100-1631 Dickson Ave, Kelowna, V1Y 0B5

Premier Loans Canada is proud to be a 100% owned and operated Canadian company aiming to help those with financial troubles. We have been helping those in need of quick cash all across Canada for...

TD Bank Private Investment Counsel - The Bergson Dwyer Group

1633 Ellis Street, Kelowna, V1Y 2A8

(250) 979-6998

TD Bank Private Banking - Sarah Dessario

1633 Ellis Street, Kelowna, V1Y 2A8

(250) 979-3014

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...

TD Bank Private Banking - Warren Kakoschke

410-1633 Ellis Street, Kelowna, V1Y 2A8

(250) 979-6973

Click to find your Financial Planner!

From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered

Jordan Swetlikoff - TD Account Manager Small Business

2339 Highway 97 North, Kelowna, V1X 4H9

James Chrenek - TD Wealth Private Investment Advice

1633 Ellis Street, Kelowna, V1Y 2A8

(250) 470-3040

Click here to learn more

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...

Cody Bostock - TD Wealth Private Investment Advice

1633 Ellis Street, Kelowna, V1Y 2A8

(250) 470-3005

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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...

Andrew MacLean - TD Wealth Private Investment Advice

1633 Ellis Street, Kelowna, V1Y 2A8

(250) 470-3044

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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...

Michael Peters - TD Wealth Private Investment Advice

1633 Ellis Street, Kelowna, V1Y 2A8

(250) 717-8135

Click here to learn more

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...

MacDonald Wealth Group - TD Wealth Private Investment Advice

1633 Ellis Street, Kelowna, V1Y 2A8

(250) 470-3011

Click here to learn more

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...