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Serviss Wealth Management
- 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.”
Best Financial Advisors in Kelowna, BC
Handpicked from 60 vetted & reviewed Financial Planning & Wealth Management firms in the Kelowna area, discover the top 5 standout choices among the selected group of 24 finalists.
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Geh Cpas - Fractional CFO and Accounting Services
“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.”
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Ric Lazare - Mortgage Broker Kelowna
Home Equity Loan, Consolidate Your Debt, Repair Your Credit
“After some trouble with my mortgage situation with the bank, Ric was incredibly prompt at doing everything he could for mortgage approval as quick as possible.”
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M. Saini CPA
- Knowledge
- Emails
- Small Business
“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.”
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Matte & Associates Financial Solutions
- Financial Advice
- Family
- Confidence
“Despite market volatility, family changes and all the financial needs that have evolved over my life, Maurice and his team have been there every step of the way.”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
99 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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Mountain Planning Group
Family, Insurance, Business Owners
“While I haven't had the ability to use their services thus far, Jeremy has been incredibly helpful with my endless questions and I truly appreciate the care he obviously puts into his business.”
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Mountain Planning Group
Family, Insurance, Business Owners
“While I haven't had the ability to use their services thus far, Jeremy has been incredibly helpful with my endless questions and I truly appreciate the care he obviously puts into his business.”
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Benewealth Strategies
- Interest
- Benefits
- Team
“We were so impressed with the quality of the service, we are in the middle of moving our entire portfolio over to BeneWealth Strategies and very excited to work with Danny and Danica to help build our financial portfolio and help our dreams turn into...”
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Kindret Business Solutions
Virtual Financial Office, Bookkeeping, Financial Planning
“We have been working with Cindy for several years now and she has always proved to not only be extremely supportive in the day to day bookkeeping activities but also in her role as Controller; helping us make sense of our finances, being proactive in...”
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Peak Investment Services
- Wealth
- Team
- Confident
“My wife and I have been with Peak since 1998 and will continue to support and advocate for the people that work at the Kelowna Peak office, I retired 10 years ago at 55 and Jim Carta then now Brett and his staff have always been there for us and have...”
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Peters Wealth Management
Retirement Planning, Tax Planning, Cash Management
“William Peters is truly a master of his craft and PWM is best in class when it comes to personal wealth, succession planning, tax planning, and risk management.”
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Valuracion
Loss Quantification and Personal Injury, Business Valuations, Purchase Price Allocations
“Romir is professional, transparent, and committed to delivering high-quality results, which makes him a trusted partner for any organization looking for reliable and insightful valuation expertise.”
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Navigate CPA
- Knowledge
- Decisions
- Financial
“Kent Greaves stands out over them all bringing high value strategies and depth of knowledge to our businesses, as well as key specialists as needed to execute plans.”
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Insight Planning
Estate Planning, Risk Management, Sounding Board Process
“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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Lakeside Financial Planning
“For example, I've always been interested in sustainable and responsible investing, but when I've asked others in the past, I've been shot down and told that "there's not enough money in that", which was never the point anyway.”
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Lauzon Financial Advisors
Estate and Retirement Planning, Detailed Financial Planning, Business Insurance
“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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DKL Financial Group
“I have found they have kept me informed, they have responded to my questions in a timely fashion, and their staff is great (especially Taryn Kuiack; she's a pleasure to work with).”
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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
“Locally owned and operated year round, we are here to help you simplify your income taxes and get the most out of your eligible tax deductions. Gooder Financial Management was established in 1989.”
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Watson Chartered Professional Accountant Services
“Nicole is a fantastic tax practitioner - highly recommend.”
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Maccabee Financial
Investments, Insurance
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Terra Bouvier Financial Cents
- Finances
“I look forward to our visits and always come away from them feeling like I have a better handle on our finances because of someone I truly trust with our future.”
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SH Financial Solutions
- Family
- Product
- Insurance
“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.”
Retirement Planning and Investment Management Services in Kelowna, BC Cost Estimates
Minimum cost
$1242
Maximum cost
$10553
National Average
$3725
Avg Per Hour Rates
$373
$2483
$6829
Fair price range is based on
461 cost profiles
Why these companies made our list
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