Best Financial Advisors in Kamloops, BC

10 firms listed · 5 in Kamloops · all 10 rated 4.5+ · 1 shows a licence

Data verified October 16, 2026

Fit Broker Services

Fit Broker Services

4.6 8 reviews
“They are innovative in their approach and are tremendous at problem solving.”
Licensed
437 Tranquille Rd
i
D. W. Page Wealth Management

D. W. Page Wealth Management

5.0 2 reviews
“He shows great care and concern and is very knowledgeable in giving sound advise for future growth in all market conditions.”
CFP certifiedSince 1998
685 Tranquille Rd
i
Miller & Associates Wealth Management

Miller & Associates Wealth Management

5.0 2 reviews
“They give excellent financial advice and will ensure your investments are always looked after.”
Since 2012
765 McGill Rd #105
i
Les Consenheim - Raymond James

Les Consenheim - Raymond James

5.0 1 review
562 Lorne St
i
Bradford Financial Svc

Bradford Financial Svc

5.0 2 reviews
“Bradford Financial provide excellent service and regular account updates.”
736 Seymour St
i
Peak Investment Services

Peak Investment Services

4.9 42 reviews
“They are very knowledgeable and professional, but more importantly they are great people who genuinely care about their clients.”
20+ years
Kelowna, BC · 106 km from Kamloops
i

The 10 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

5 of the 10 firms we list are based in Kamloops; the other 5 serve Kamloops from Vernon (88 km), Kelowna (106 km) and West Kelowna (106 km). The firms on this page are rated from 4.6 to 5.0 across 94 reviews. 1 shows a licence on its website and 1 lists staff certifications (CFP). 4 have ten or more years of experience, the longest 28 years. 1 is family- or locally-owned. We have a website on file for all 10 of the firms on this page; 9 publish a contact page; 9 list a public email and 1 takes 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.

Why are financial advisers outside Kamloops listed here?

5 of the 10 firms are in Kamloops itself. The rest come from other towns within 110 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.

Fenske Financial Coaching & Planning

Fenske Financial Coaching & Planning

5.0 14 reviews
“I am way less stressed and can see a retirement date finally in my future.”
Free consultationVirtual consultationsServes western CanadaSince 2020
Vernon, BC · 88 km from Kamloops
i
Kindret Business Solutions

Kindret Business Solutions

4.6 9 reviews
“They make life easier - what can be better than that!”
Since 2018Virtual consultations
West Kelowna, BC · 106 km from Kamloops
i
Book onlineBook
De Thomas Wealth Management

De Thomas Wealth Management

5.0 9 reviews
“Foster is attentive and dedicated, going above and beyond to grasp your financial aspirations and devise a tailored plan to achieve them, whether it's retirement, travel, or purchasing a new home”
Since 2016Family-owned
Vernon, BC · 88 km from Kamloops
i
Fraser Barker Advisory Group of Acpi

Fraser Barker Advisory Group of Acpi

5.0 1 review
“I wasn't really sure if I should invest myself or go with this group after having a bad experiences with the big banks.”
Serves Alberta, British Columbia, OntarioPrices online
Vernon, BC · 88 km from Kamloops
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HomeWealth Management AdvisorsBritish ColumbiaKamloops, BC

Why these companies made our list

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