Matte & Associates Financial Solutions
“He walked us through everything and answered all of our questions and was always available to contact throughout the easy process.”
Best Financial Advisors in Kelowna, BC
21 firms listed · all 21 in Kelowna · 1 open weekends · 19 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
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Mountain Planning Group
“Jeremy and team always listen carefully to meet the needs and requests of the client, and share information to make appropriate decisions.”
Benewealth Strategies
“We use Benewealth for all our company needs and they are an absolute pleasure to work with.”
Peak Investment Services
“They're fabulous to work with, always provide excellent advice and the consistency of their investment strategy gives me confidence and trust.”
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Peters Wealth Management
“I've personally come to learn how client focused they are, and put the best interests of their clients above all else.”
Insight Planning
“My parents, Siblings and other members of my family all stand with Shea because we trust that he's going to take great care of us and our future.”
The 21 firms listed for Kelowna, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Kelowna, BC
All 21 firms we list here are in Kelowna itself. We have 40 firms in Kelowna on file; this page shows the highest-rated 21. 20 of the firms on this page have a rating, from 4.3 to 5.0 across 255 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (65%) and quality (58%). 1 is open on Saturdays. 1 shows a licence on its website. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for all 21 of the firms on this page; 16 publish a contact page; 15 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Kelowna take financial planning bookings online?
5 of the 21 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Bird Moore Advisory Group of Raymond James
“If you have an interest in working with the "best in business," we cannot recommend Dane and Bird Moore Advisory Group enough.”
Serviss Wealth Management
“I highly recommend her and the rest of the team at Serviss Wealth”
SH Financial Solutions
“I would highly recommend this office just on their character alone, something that is not as common as I think it should be!!”
Lauzon Financial Advisors
“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
“They asked a lot of questions, made my wife and I feel very comfortable, and have already provided expertise in areas that I never saw from my previous advisor.”
Bay & Associates
“Andrew and his team go above and beyond to help you with your finances and mortgages.”
Noble Pannu Wealth Management
“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!”
Gooder Financial
JP Financial
“Sent in all the required documents along with a follow up phone call with a very helpful advisor and had my loan within the time frame they said I would if I was approved.”
Maccabee Financial
“I have used them for 6 years now watching my portfolio grow.”
Jay Dowhaniuk - Raymond James
“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.”
Thom & Associates Financial Planners
“My portfolio has shown consistent growth over the years and I am confident heading into my retirement years.”
JGA Wealth Group
Lakeside Financial Planning
“Great people to deal with, always super helpful and willing to go the extra mile.”
ATB Wealth
“Doug Schaffner was quickly able to set me straight with some challenges I was having with my father's estate.”
Why these companies made our list
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