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Miller & Associates Wealth Management
“They give excellent financial advice and will ensure your investments are always looked after.”
Best Financial Advisors in Kamloops, BC
Handpicked from 41 vetted & reviewed Financial Planning & Wealth Management firms in the Kamloops area, explore the top 5 standout choices among the selected group of 24 finalists.
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Fit Broker Services
- Problem Solving
- Financial
- Business
“I have known Joshua since his early days as manager of Canadian Western Bank, work with him regularly in his new personal venture securing commercial loans.”
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D. W. Page Wealth Management
“He is straightforward, honest and knowledgeable.”
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Les Consenheim - Raymond James
“Great place to do business”
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KEY Financial Group
“I can I have never had a bad experience and always have had all my issues dealt with Ryan's always been friendly, very knowledgable and I've always had a good tax return even when I have trouble with CRA he is there to answer any questions and help b...”
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Manulife Securities Investment Services
“For all your investment needs, Manulife's team is excellent and makes the most lay person feel comfortable and confident in their retirement planning.”
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Bradford Financial Svc
“Bradford Financial provide excellent service and regular account updates.”
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Sandra J Crocker, Cpa, CGA
“Very knowledgeable and helpful.”
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Shaylene Smyth- Sun Life Financial Advisor
“She answered all of my questions in a reasonable time frame and she provided amazing customer service and had a bubbly personality the whole time.”
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Watson Chartered Professional Accountant Services
- Team
- Number
“We have worked with her several times and she consistently does a fabulous job.”
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Ric Lazare - Mortgage Broker Kelowna
Consolidate Your Debt, Chip Reverse Mortgage, Pre-Approvals and First Time Buyers
“Ric recently secured a loan for my wife and I to convert a high interest mortgage held by the Seller of a property that we purchased in Kelowna from to a fair market interest rate with a BC Credit Union.”
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Matte & Associates Financial Solutions
- Family
- Social Media
- Financial Well-Being
“The team at Matte & Associates have partnered with us for an annual Charitable Event benefiting Freedom's Door Drug and Alcohol Rehabilitation Center, here in Kelowna.”
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M. Saini CPA
- Small Business
- Stress
- Funny
“I am so happy that I found Mike as an accountant, and I am looking forward to working with him in the future for both my business and personal tax returns!”
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Mountain Planning Group
Insurance, Incorporated Professionals, Family
“I've been dealing with Jeremy Harris for my Financial Planning for well over a decade and can't say enough good things about his services and returns on my investments.”
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Gayle Focken @ DLC Clearmortgage.ca
- Home
- Future
- Questions
“None of this would have been possible without Gail and Tara Lee and the rest of the staff at clear mortgage and Dominion lending.”
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Benewealth Strategies
- Future
- Family
- Business
“For the past four years, our company has entrusted Benewealth with a broad array of services, encompassing employee benefits, personal insurance, business tax consultancy, and comprehensive financial planning.”
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Peak Investment Services
- Wealth
- Market
- Confident
“Their expertise, transparency, personalized approach, and exceptional results make them a top choice for anyone looking to grow their wealth and achieve financial success”
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Peters Wealth Management
Tax Planning, Home Ownership, Banking Services
“I would highly recommend individuals at any point in their life and the earlier the better to sit with him to make sure they maximize their financial futures”
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Kindret Business Solutions
Virtual Financial Office, Business Consulting, Financial Planning
“We have moved overseas and sold the clinic and with Cindy nothing but success, we owe a lot of our success to the assistance we always received from Cindy and her team!!”
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Valuracion
Loss Quantification and Personal Injury, Matrimonial Dissolution Support, Purchase Price Allocations
“Romir is knowledgeable, professional, detail orientated and incredibly talented at taking complex data and breaking down his analysis into easy to understand information.”
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Navigate CPA
- Decisions
- Knowledge
- Advice
“His dependable financial services have significantly impacted the trajectory of our company, and he consistently takes the time to provide detailed explanations of the financials.”
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Fenske Financial Coaching
“I did 4 sessions with Karen and her support and expertise gave me the insight and confidence to propel me through a rough patch and get a much clearer financial picture.”
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De Thomas Wealth Management
Private Wealth, Planning & Insurance, Portfolio Review
“The part I appreciate the most is when the economy is turning and my portfolio is dipping they are good at talking me off the edge and that advice has really paid off.”
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Insight Planning
Risk Management, Tax Planning, Estate Planning
“It's a brand new year with new objectives for 2024 both personally and financially, which reminded me of what assisted us in our confidence with our investments.”
Retirement Planning and Investment Management Services in Kamloops, BC Cost Estimates
Minimum cost
$1236
Maximum cost
$10506
National Average
$3708
Avg Per Hour Rates
$371
$2472
$6798
Average price range is based on
353 cost profiles
Why these companies made our list
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