Best Financial Advisors in Kelowna, BC

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

Ric Lazare - Mortgage Broker Kelowna

Ric Lazare - Mortgage Broker Kelowna

(30)
Home Equity Loan, Consolidate Your Debt, Repair Your Credit
“So not only did Ric recommend the right type of mortgage, but he found a great rate and a product that allowed us to change our plans without costing much.”
In Business Since 2014
Offers Financing Options
Transparent Fees & Pricing
201-1180 Sunset Dr, Kelowna, BC V1Y 9W6
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Mountain Planning Group

Mountain Planning Group

(27)
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.”
In Business Since 2014
145 Asher Rd #205, Kelowna, BC V1X 3H5
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Matte & Associates Financial Solutions

Matte & Associates Financial Solutions

(22)
  • Team
  • Retirement
  • Goals
“Until I started working with this team in Kelowna I didn't even realize how many different solutions there could be to helping me prepare for retirement and I can absolutely say that I think engaging with them has been the best financial decision I'v...”
In Business Since 2013
1789 K. L. O. Rd #203, Kelowna, BC V1W 3P3
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Benewealth Strategies

Benewealth Strategies

(19)
  • 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...”
In Business Since 2011
1658 Commerce Ave #203, Kelowna, BC V1X 8A9
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Navigate CPA

Navigate CPA

(19)
  • Decisions
  • Financial
  • Understanding
“Kent has provided us stellar service, very happy with his insights into our business and working with him has provided us with both high level and detailed support.”
In Business Since 2021
1726 Dolphin Ave Suite 308, Kelowna, BC V1Y 9R9
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Thom & Associates Financial Planners

Thom & Associates Financial Planners

(11)
  • Retirement
  • Investments
“Ken Thom's extensive knowledge of the industry, the various companies, and the individual representatives involved, enabled him to resolve numerous issues and gain a favorable financial resolution in our behalf.”
In Business Since 2002
1890 Cooper Rd #312, Kelowna, BC V1Y 8B7
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DKL Financial Group

DKL Financial Group

(6)
Estate Planning, Financial Planner
“Dale takes his clients needs to heart, he has been working with many friends for years, he takes a 360-degree view of the financial situation and has helped me with my over planning for the future.”
In Business Since 2021
3477 Lakeshore Rd #216, Kelowna, BC V1W 0A7
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Kindret Business Solutions

Kindret Business Solutions

(11)
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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Bird Moore Advisory Group - Raymond James

Bird Moore Advisory Group - Raymond James

(7)
  • 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.”
In Business Since 2014
1726 Dolphin Ave #500, Kelowna, BC V1Y 9R9
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Lakeside Financial Planning

Lakeside Financial Planning

(7)
“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.”
In Business Since 2009
550 West Ave #221, Kelowna, BC V1Y 4Z4
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Peacock Sheridan Group

Peacock Sheridan Group

(1)
Business Owners, Services Overview, Dental Professionals
“Having used their services for several years now I am extremely satisfied with helpfulness and transparency Peacock Sheridan Group provides.”
In Business Since 2007
1290 St Paul St #314, Kelowna, BC V1Y 2C9
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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 2E4
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Millard, Dawes & Associates

Millard, Dawes & Associates

(5)
  • Team
“This financial team is committed to going the extra mile for their clients, going the extra mile to continuously increase their education in the industry to provide the widest range of services for their clientele.”
In Business Since 2020
1631 Dickson Ave Suite 600, Kelowna, BC V1Y 0B5
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Peak Investment Services

Peak Investment Services

(4)
“Excellent knowledge and personal service.”
In Business Since 2007
CCS Certified
1455 Ellis St #110, Kelowna, BC V1Y 2A3
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Bay & Associates

Bay & Associates

(4)
“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.”
In Business Since 2019
600-1631 Dickson Ave, Kelowna, BC V1Y 0B5
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Maccabee Financial

Maccabee Financial

Investments, Insurance
In Business Since 2013
1925 Kirschner Rd #7, Kelowna, BC V1Y 4N7
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Debtco Canada

Debtco Canada

(3)
“I feel extreme ease and a great new sense of hope in my new financial freedom, I've asked a ton of questions and I was always greeted with kind replies in a timely manner.”
In Business Since 2014
1631 Dickson Ave Suite 1100, Kelowna, BC V1Y 0B5
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Noble Pannu Wealth Management

Noble Pannu Wealth Management

(2)
“What I like best about their approach is they take the time to explain things clearly, including which investments are riskier than others, and which stocks, bonds and mutual funds are the safest for growth, etc.”
In Business Since 2021
1658 Commerce Ave #203, Kelowna, BC V1X 8A9
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Serviss Wealth Management

Serviss Wealth Management

(8)
Tax Planning, Business Advisory, Estate Planning
“Dustin and his team have always provided me with sound and unbiased advice through multiple business purchases and sales, personal/family planning and have given me a road map that I am confident will lead to financial freedom.”
In Business Since 2014
1605 Pandosy St, Kelowna, BC V1Y 1P6
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Jay Dowhaniuk - Raymond James

Jay Dowhaniuk - Raymond James

(1)
“Because they are an independent firm and not constrained by the "generic packages" that big banks offer, I feel like I have a lot of great options and flexibility in the types of funds that are available to me.”
In Business Since 2009
310, 1632 Dickson Ave Unit B, Kelowna, BC V1Y 7T2
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Holistic Fiscal Strategies

Holistic Fiscal Strategies

“Holistic Fiscal Strategies Inc was incorporated in August of 2008. Our mission is to build additional long term wealth, increased protection against factors which can erode your wealth and seek to lower or keep the same investment risk tolerance. Dav...”
In Business Since 2013
9-3151 Lakeshore Rd, Kelowna, BC V1W 3S9
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IPC Investment Corporation - Steve Gooder

IPC Investment Corporation - Steve Gooder

“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”
In Business Since 2005
3017 Tutt St, Kelowna, BC V1Y 2H4
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JP Financial

JP Financial

(6)
“They helped me get back on track and made me feel at ease.”
In Business Since 2007
1004-1708 Dolphin Ave, Kelowna, BC V1Y 9S4
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Terra Bouvier Financial Cents

Terra Bouvier Financial Cents

(4)
  • 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.”
In Business Since 2019
1948 Horizon Dr, West Kelowna, BC V1Z 3L3
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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.

Why these companies made our list

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