Retraite Et Planification Financière in Kelowna, BC

Fraser Financial Group

Closed now

1708 Dolphin Ave, Kelowna, V1Y 9S4

(250) 861-3200

... Consultants, Finances et Légal, Planificateurs financiers, Retraite et Planification financière

Lazare Financial Services Inc.

Closed now

205-1630 Pandosy St, Kelowna, V1Y 1P7

(778) 760-0020

At Lazare Financial Services we take pride in providing professional investment and risk management solutions to our clients. Our approach is simple yet comprehensive - by understanding that each...

Bay & Associates

Closed now

1631 Dickson Ave Floor 6, Kelowna, V1Y 0B5

(250) 980-0041

For over 25 years, Bay & Associates Private Wealth Management has provided comprehensive and personalized financial planning expertise for clients across Western Canada. Our offices are located...

Rampone-Marsh Mortgages

Closed now

1290 Saint Paul Street, Kelowna, V1Y 2C9

+1 250-801-8834

Rampone-Marsh Mortgages is the leading mortgage broker in Kelowna, BC, and the surrounding area. We proudly offer private mortgage, reverse mortgage, and second mortgage lenders in Kelowna, BC!...

Rampone-Marsh Mortgages received numerous praises from customers for their professionalism, expertise, and exceptional service in helping them secure mortgages. Lennie and Aaron were frequently mentioned for their in-depth knowledge, personable approach, and ability to provide creative solutions. Customers appreciated their clear communication, quick response times, and attention to detail. Some shared their positive experiences with difficult qualifying situations and tight deadlines. Overall, Rampone-Marsh Mortgages were commended for their commitment to making the mortgage process seamless and stress-free.

Mountain Planning Group Inc

Closed now

Kelowna, BC

+1 778-753-4115

At Mountain Planning Group Inc, we help clients achieve their goals in each stage of life. Located in Kelowna, we provide a wide range of services for individuals and business. Our expertise includes...

Lauzon Financial Advisors Inc

Closed now

1433 Saint Paul Street, Kelowna, V1Y 2E4

+1 250-717-8444

Creative and Innovative Tax Reduction, Cash Flow Creation, Wealth Creation and Wealth Preservation

BDO Canada LLP - Kelowna

Closed now

1631 Dickson Avenue, Kelowna, V1Y 0B5

+1 250-763-6700

BDO Canada LLP is a leading provider of professional services to clients across a variety of sectors and segments. For over 100 years, our team has served communities across Canada through an...

Scotiamcleod

Closed now

1620 Dickson Ave, Kelowna, V1Y 9Y2

(250) 868-5500

... Financial Planner, ScotiaMcLeod

Sterling Mutuals

Closed now

1441 Ellis St, Kelowna, V1Y 2A3

(250) 762-2112

... Consultant, Financial Planning Consultants, Financial consultant, Investment Consultation & Advice

Customers praise the exceptional services provided by the team at Sterling Mutuals in Kelowna. They highlight the expertise, thoroughness, and caring nature of individual practitioners such as Dr. Troy, Brooke, and Shardul. The relaxing and rejuvenating ambiance is also frequently mentioned. The CORE is described as a safe haven for the body, offering professional, knowledgeable care for various ailments.

Cibc Wood Gundy

Open now

1708 Dolphin Ave, Suite 1007, Kelowna, V1Y 9S4

(250) 717-2600

... CIBC Wood Gundy, Financial consultant

MNP LTD - Chelsea Shapcotte LIT

Closed now

1700 Dickson Ave, Kelowna, V1Y 0L5

(250) 979-2580

... Financial consultants

PI Financial Corp

Closed now

1708 Dolphin Ave #907, Kelowna, V1Y 9S4

(250) 763-2008

... Financial consultant

SVG Capital Group

Closed now

1620 Dickson Ave, Suite 610, Kelowna, V1Y 9Y2

(250) 448-7450

Aura Wealth Management of Raymond James Ltd.

Open now

448 West Avenue, Kelowna, V1Y 4Z2

778-940-4200

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