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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.”
Best Financial Advisors in Kamloops, BC
24 firms listed · 7 in Kamloops · 2 open weekends · all 24 rated 4.5+ · 2 show a licence
Data verified October 16, 2026
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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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Miller & Associates Wealth Management
“They give excellent financial advice and will ensure your investments are always looked after.”
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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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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.”
The 24 firms listed for Kamloops, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Kamloops, BC
7 of the 24 firms we list are based in Kamloops; the other 17 serve Kamloops from Kelowna (106 km), Vernon (88 km) and West Kelowna (106 km). The firms on this page are rated from 4.6 to 5.0 across 261 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (67%) and quality (58%). 2 are open on Saturdays and 1 on Sundays. 2 show a licence on their websites and 1 lists staff certifications (CFP). 12 have ten or more years of experience, the longest 28 years. 2 are family- or locally-owned. We have a website on file for 22 of the firms on this page; 17 publish a contact page; 19 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Kamloops take financial planning bookings online?
5 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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Bradford Financial Svc
“Bradford Financial provide excellent service and regular account updates.”
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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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Mountain Planning Group
- Team
- Questions
- Professional
“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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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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Kindret Business Solutions
“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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Peters Wealth Management
- Knowledge
- Calls
- Company
“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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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
- Portfolio
- Knowledge
“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
“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.”
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Bird Moore Advisory Group of Raymond James
- Investment
“I would not hesitate to recommend the Bird Moore Advisory Group to anyone looking to partner with a wealth management team that can help them navigate their investment and insurance planning needs.”
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Serviss Wealth Management
- Insurance
- Team
“Dustin and his team have helped us set up our life insurance and also has been super helpful with advice and direction in other areas and opportunities.”
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Northern Alliance Financial Corporation
- Team
- Returns
“Dave, Kelly and team do a great job and provide solid repeatable returns, love investing with them”
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DKL Financial Group
- Financial Services
“They asked a lot of questions, made my wife and I feel very comfortable, and have already provided expertise in areas that I never saw from my previous advisor.”
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Lauzon Financial Advisors
“Paul has been my guy for many years and I can always trust them to do right by me no matter what my financial situation at any given time.”
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SH Financial Solutions
- Product
- Trust
- Needs
“She took the time answering every question I had over multiple appointments (I went in with a long list, haha) and I never once felt pressured or rushed.”
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Bay & Associates
“Kim has constantly answered every question I've had about my finances, discussed at length with patience about my tax implications, and configured a balanced portfolio that works specifically for all my needs.”
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Gooder Financial
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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