View Profile

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.”

i

View Profile

D. W. Page Wealth Management

(2)

“He is straightforward, honest and knowledgeable.”

i

View Profile

Les Consenheim - Raymond James

(1)

“Great place to do business”

i

View Profile

Miller & Associates Wealth Management

(1)

“They give excellent financial advice and will ensure your investments are always looked after.”

i

View Profile

KEY Financial Group

(6)

“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...”

Featured

I always tell my wife I don’t post about her on Facebook because I don’t need to share publicly the love that I show her every day. A post doesn’t mean much compared to thinking about, caring for and showing my love to her every day. However, as Sherry Buck has been away from the boys and me over Valentines Day and Family Day, the boys and I thought we would do something special for her that only the three boys who love her most could do. nnSherry you amaze me. We have become one. Our family has become one. When one of us four aren’t present, our family feels incomplete. How can I better say it than I cherish you, I love you, and our home together is the most peaceful place on earth.

i

View Profile

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.”

i

View Profile

Sandra J Crocker, Cpa, CGA

“Very knowledgeable and helpful.”

i

View Profile

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.”

i

View Profile

Bradford Financial Svc

(1)

“Bradford Financial provide excellent service and regular account updates.”

i

View Profile

Ric Lazare - Mortgage Broker Kelowna

(50)

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.”

i

View Profile

Matte & Associates Financial Solutions

(44)

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.”

i

View Profile

M. Saini CPA

(50)

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!”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

Gayle Focken @ DLC Clearmortgage.ca

(25)

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.”

i

View Profile

Benewealth Strategies

(21)

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.”

i

View Profile

Peak Investment Services

(19)

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”

i

View Profile

Peters Wealth Management

(14)

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”

i

View Profile

Kindret Business Solutions

(10)

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!!”

i

View Profile

Navigate CPA

(26)

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.”

i

View Profile

Valuracion

(8)

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.”

i

View Profile

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.”

i

View Profile

De Thomas Wealth Management

(4)

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.”

i

View Profile

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.”

i

Average Cost	$3708
Minimum cost	$1236
Maximum cost	$10506
Avg Per Hour Rates	$371

Best Financial Advisors in Kamloops, BC

The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Kamloops area.

Fit Broker Services

D. W. Page Wealth Management

Les Consenheim - Raymond James

Miller & Associates Wealth Management

KEY Financial Group

Manulife Securities Investment Services

Sandra J Crocker, Cpa, CGA

Shaylene Smyth- Sun Life Financial Advisor

Bradford Financial Svc

Ric Lazare - Mortgage Broker Kelowna

Matte & Associates Financial Solutions

M. Saini CPA

Mountain Planning Group

Mountain Planning Group

Gayle Focken @ DLC Clearmortgage.ca

Benewealth Strategies

Peak Investment Services

Peters Wealth Management

Kindret Business Solutions

Navigate CPA

Valuracion

Fenske Financial Coaching

De Thomas Wealth Management

Insight Planning

Retirement Planning and Investment Management Services in Kamloops, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Kamloops

Popular in Kamloops