Kelowna, BC

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Kelowna, BC
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Best Financial Advisors in Kelowna, BC

The highest-rated Financial Planning & Wealth Management companies out of 60 vetted & reviewed in the Kelowna area.

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Ric Lazare - Mortgage Broker Kelowna

Ric Lazare - Mortgage Broker Kelowna

(50)
Home Equity Loan, Consolidate Your Debt, Repair Your Credit
“With so much on the line and time constraints these days with financing, its great to know I have a real team player guaranteeing I get the deal together and across the finish line on time.”
In Business Since 2014
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
  • Small Business
  • Season
“When it comes to finding an accountant who is honest, punctual, trustworthy, and dedicated, you won't need to look any further once you've got Mike Saini, as your accountant.”
In Business Since 2017
Free Initial Consultation
347 Leon Ave #105M, Kelowna, BC V1Y 8C7
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Matte & Associates Financial Solutions

Matte & Associates Financial Solutions

(44)
  • Business
  • Family
  • Life Insurance
“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)
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.”
145 Asher Rd #205, Kelowna, BC V1X 3H5
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Benewealth Strategies

Benewealth Strategies

(21)
  • Interest
  • Future
  • Insurance
“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...”
In Business Since 2011
540 Lawrence Ave #301, Kelowna, BC V1Y 6L7
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Peak Investment Services

Peak Investment Services

(19)
  • Integrity
  • Wealth
  • Funds
“Their expertise, transparency, personalized approach, and exceptional results make them a top choice for anyone looking to grow their wealth and achieve financial success”
In Business Since 2007
CCS Certified
1455 Ellis St #200, Kelowna, BC V1Y 2A3
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Kindret Business Solutions

Kindret Business Solutions

(10)
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...”
In Business Since 2018
Remote Consultations Available
2113 Shamrock Dr, West Kelowna, BC V4T 1T8
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Peters Wealth Management

Peters Wealth Management

(14)
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.”
Licensed
1447 Ellis St #304, Kelowna, BC V1Y 2A3
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Valuracion

Valuracion

(8)
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.”
In Business Since 2022
Transparent Fees & Pricing
3271 Broadview Rd #18, West Kelowna, BC V4T 3C8
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Navigate CPA

Navigate CPA

(26)
  • Advice
  • Decisions
  • Understand
“We have implemented those suggestions and reduced our A/R to almost nothing, and created/revised processes that make managing the financial part of our practice so much easier.”
1631 Dickson Ave Suit-1100, Kelowna, BC V1Y 0B5
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Insight Planning

Insight Planning

(2)
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.”
In Business Since 2004
Remote Consultations Available
1151 Sunset Dr, Kelowna, BC V1Y 0G2
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Bird Moore Advisory Group of Raymond James

Bird Moore Advisory Group of Raymond James

(9)
  • 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.”
1726 Dolphin Ave #500, Kelowna, BC V1Y 9R9
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Serviss Wealth Management

Serviss Wealth Management

(9)
  • Team
  • Insurance
“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.”
In Business Since 2014
1605 Pandosy St, Kelowna, BC V1Y 1P6
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Geh Chartered Professional Accountants

Geh Chartered Professional Accountants

(4)
  • CFO
  • Hiring
“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.”
In Business Since 2023
Free Initial Consultation
2449 Cobblestone Rd, West Kelowna, BC V4T 3A8
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Amano Financial Advisory Services

Amano Financial Advisory Services

(13)
  • Interest
  • Knowledge
  • Financial Services
“Scott walked us through the process very clearly, provided a transparent estimate for services, communicated clearly and timely, and did an excellent job for our Company.”
Free Initial Consultation
1126 Richter St Unit 888, Kelowna, BC V1Y 2K7
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Northern Alliance Financial Corporation

Northern Alliance Financial Corporation

(7)
  • Returns
  • Team
“Dave, Kelly and team do a great job and provide solid repeatable returns, love investing with them Positive Responsiveness, Quality, Professionalism, Value”
1735 Dolphin Ave #101A, Kelowna, BC V1Y 8A6
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Dawes and Denby - IG Private Wealth Management

Dawes and Denby - IG Private Wealth Management

(5)
  • Questions
  • Mind
“I also appreciate the extras I've gotten in regard to information about the market through email and YouTube videos it allows me to stay up to date and current with the market.”
In Business Since 2024
1631 Dickson Ave Floor 6, Kelowna, BC V1Y 0B5
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DKL Financial Group

DKL Financial Group

(5)
  • Financial Services
“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).”
3477 Lakeshore Rd #216, Kelowna, BC V1W 0A7
Featured

THIS POSITION HAS BEEN FILLED! We are looking for an entry-level administrative position to join our fun and energetic team as our front receptionist. Our boutique office is steps away from Okanagan Lake and located above fabulous lunch spots such as Shoreline Brewing, Diner Deluxe and kb & Co....

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Bay & Associates

Bay & Associates

(5)
“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.”
600, 1631 Dickson Ave Floor 6, Kelowna, BC V1Y 0B5
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Lauzon Financial Advisors

Lauzon Financial Advisors

(1)
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.”
In Business Since 2000
1433 St Paul St #210, Kelowna, BC V1Y
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Watson Chartered Professional Accountant Services

Watson Chartered Professional Accountant Services

(5)
  • Number
  • Team
“Nicole is a fantastic tax practitioner - highly recommend.”
401 Glenmore Rd #202, Kelowna, BC V1V 1Z6
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SH Financial Solutions

SH Financial Solutions

(15)
  • Family
  • Product
  • Individual
“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.”
20+ Years Experience
2009 Enterprise Way I, Kelowna, BC V1Y 8G6
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Noble Pannu Wealth Management

Noble Pannu Wealth Management

(4)
  • Team
  • Investments
  • Insurances
“The team is always quick to respond and extremely professional, but most importantly, my money is working a lot harder for me under their oversight rather than my own!”
In Business Since 2021
1658 Commerce Ave #203, Kelowna, BC V1X 8A9
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WK Group

WK Group

(4)
“Very friendly & professional staff.”
2429 Dobbin Rd #1, West Kelowna, BC V4T 2L4
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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
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Average Cost $3725
Minimum cost $1242
Maximum cost $10553
Avg Per Hour Rates $373

Fair range $2483 to $6829 is based on 461 cost profiles.

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Wealth Management Advisors near Kelowna

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