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.

D. W. Page Wealth Management

D. W. Page Wealth Management

(2)
“He is straightforward, honest and knowledgeable.”
CFP Certified
In Business Since 1998
685 Tranquille Rd # 5, Kamloops, BC V2B 3H7
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Fit Broker Services

Fit Broker Services

(9)
  • 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.”
Licensed
437 Tranquille Rd, Kamloops, BC V2B 3G9
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Manulife Securities Investment Services

Manulife Securities Investment Services

(1)
“For all your investment needs, Manulife's team is excellent and makes the most lay person feel comfortable and confident in their retirement planning.”
Transparent Fees & Pricing
731 Victoria St, Kamloops, BC V2C 2B5
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Les Consenheim - Raymond James

Les Consenheim - Raymond James

(1)
“Great place to do business”
562 Lorne St, Kamloops, BC V2C 1W3
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KEY Financial Group

KEY Financial Group

(4)
“KEY Financial Group is the best!”
1647 Valleyview Dr, Kamloops, BC V2C 4B6
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.3 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
Sandra J Crocker, Cpa, CGA

Sandra J Crocker, Cpa, CGA

“Very knowledgeable and helpful.”
In Business Since 2015
338 Seymour St, Kamloops, BC V2C 2G2
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Bradford Financial Svc

Bradford Financial Svc

(1)
“Bradford Financial provide excellent service and regular account updates.”
736 Seymour St, Kamloops, BC V2C 2H3
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Shaylene Smyth- Sun Life Financial Advisor

Shaylene Smyth- Sun Life Financial Advisor

(1)
“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.”
275 Lansdowne St, Kamloops, BC V2C 6J3
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Miller & Associates Wealth Management

Miller & Associates Wealth Management

“Our team corroborates together to deliver the best possible solution ensuring our clients get exactly what they need. We recognize that each of us bring our own strengths, and by working with each other and being empowered to contribute in our own wa...”
In Business Since 2012
765 McGill Rd #105, Kamloops, BC V2C 0B7
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Geh Cpas - Fractional CFO and Accounting Services

Geh Cpas - Fractional CFO and Accounting Services

(4)
“He quickly gained an understanding of our business, along with its strengths and weaknesses, and proceeded to ask thought-provoking questions and deliver valuable recommendations.”
Free Initial Consultation
In Business Since 2023
Serving Kamloops Area
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Ric Lazare - Mortgage Broker Kelowna

Ric Lazare - Mortgage Broker Kelowna

(50)
Consolidate Your Debt, Chip Reverse Mortgage, Pre-Approvals and First Time Buyers
“The combination of rising interest rates, the crazy housing market peak in early 2022, and the fact that I am a single women applying on my own was making this very difficult.”
Offers Financing Options
Transparent Fees & Pricing
201-1180 Sunset Dr, Kelowna, BC V1Y 9W6
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M. Saini CPA

M. Saini CPA

(50)
  • Emails
  • Bookkeeping
  • Knowledge
“Professional service, and Mike himself is a great guy to work with, Very knowledgeable and takes the time to answer and explain any questions you have.”
Free Initial Consultation
In Business Since 2017
347 Leon Ave #105M, Kelowna, BC V1Y 8C7
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Matte & Associates Financial Solutions

Matte & Associates Financial Solutions

(37)
  • Family
  • Needs
  • Retirement
“Matte and Associates has given us a major confidence boost in aligning our actions today with our longer-term family goals through financial planning and investments.”
In Business Since 2013
1789 K. L. O. Rd #203, Kelowna, BC V1W 3P3
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Mountain Planning Group

Mountain Planning Group

(31)
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.”
145 Asher Rd #205, Kelowna, BC V1X 3H5
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Mountain Planning Group

Mountain Planning Group

(27)
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.”
In Business Since 2014
145 Asher Rd #205, Kelowna, BC V1X 3H5
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Gayle Focken @ DLC Clearmortgage.ca

Gayle Focken @ DLC Clearmortgage.ca

(25)
  • Home
  • Team
“None of this would have been possible without Gail and Tara Lee and the rest of the staff at clear mortgage and Dominion lending.”
437 Main St, Penticton, BC V2A 5C4
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Benewealth Strategies

Benewealth Strategies

(20)
  • Benefits
  • Business
  • Interest
“As we adjust to the especially challenging times of Covid-19, it became increasingly important to make effective financial changes in which we successfully acheived in a matter of days.”
In Business Since 2011
540 Lawrence Ave #301, Kelowna, BC V1Y 6L7
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Kindret Business Solutions

Kindret Business Solutions

(11)
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!!”
Remote Consultations Available
In Business Since 2018
Serving Kamloops Area
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Peak Investment Services

Peak Investment Services

(16)
  • Wealth
  • Investments
  • Confident
“It's obvious that the passion and investment strategy they have instilled has been successful and I continue to invest with Peak in other areas as they have earned my complete confidence and trust.”
CCS Certified
In Business Since 2007
1455 Ellis St #200, Kelowna, BC V1Y 2A3
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Peters Wealth Management

Peters Wealth Management

(11)
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”
Licensed
1447 Ellis St #304, Kelowna, BC V1Y 2A3
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Valuracion

Valuracion

(7)
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.”
Transparent Fees & Pricing
15+ Years Experience
Serving Kamloops Area
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Fenske Financial Coaching

Fenske Financial Coaching

(9)
“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.”
In Business Since 2020
5882 L & a Rd, Vernon, BC V1B 3P9
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Navigate CPA

Navigate CPA

(22)
  • Financial
  • Decisions
  • Knowledge
“Modi Accounting and Tax is my first call on any financial issue, and I will continue to count on Kent in the future, as he is the most reliable resource I have encountered.”
1631 Dickson Ave Suit-1100, Kelowna, BC V1Y 0B5
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Insight Planning

Insight Planning

(2)
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.”
Remote Consultations Available
In Business Since 2004
1151 Sunset Dr, Kelowna, BC V1Y 0G2
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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
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Average Cost $3708
Minimum cost $1236
Maximum cost $10506
Avg Per Hour Rates $371

Average range $2472 to $6798 is based on 353 cost profiles.

Why these companies made our list

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