View Profile
Watson Chartered Professional Accountant Services
- Number
- Team
“Nicole is a fantastic tax practitioner - highly recommend.”
Best Financial Advisors in Kelowna, BC
The highest-rated Financial Planning & Wealth Management companies out of 60 vetted & reviewed in the Kelowna area.
View Profile
Ric Lazare - Mortgage Broker Kelowna
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.”
View Profile
Matte & Associates Financial Solutions
- 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.”
View Profile
M. Saini CPA
- 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.”
View Profile
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.”
View Profile
Benewealth Strategies
- 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...”
View Profile
Peak Investment Services
- 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”
View Profile
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...”
View Profile
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.”
View Profile
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.”
View Profile
Navigate CPA
- 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.”
View Profile
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.”
View Profile
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.”
View Profile
Serviss Wealth Management
- 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.”
View Profile
Geh Chartered Professional Accountants
- 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.”
View Profile
Amano Financial Advisory Services
- 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.”
View Profile
Northern Alliance Financial Corporation
- Returns
- Team
“Dave, Kelly and team do a great job and provide solid repeatable returns, love investing with them Positive Responsiveness, Quality, Professionalism, Value”
View Profile
DKL Financial Group
- 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).”
View Profile
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.”
View Profile
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.”
View Profile
SH Financial Solutions
- 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.”
View Profile
Dawes and Denby - IG Private Wealth Management
- 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.”
View Profile
Noble Pannu Wealth Management
- 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!”
View Profile
WK Group
“Very friendly & professional staff.”
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
Is this page useful? Yes
No
Is there anything wrong with this page?
