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Insurewealth

Wealth Management, Corporate Planning, Personal Planning

“Whether you are a small, medium or large business owner looking for tax efficient strategies or a family looking for income protection, Insure Wealth delivers plans that are as individualized as you are. We have assembled a team of professionals in t...”

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Watson Chartered Professional Accountant Services

(5)

Number
Team

“We have worked with her several times and she consistently does a fabulous job.”

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Ric Lazare - Mortgage Broker Kelowna

(50)

Chip Reverse Mortgage, Consolidate Your Debt, Commercial Mortgages

“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.”

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M. Saini CPA

(50)

Stress
Small Business
Questions

“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.”

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Mountain Planning Group

(31)

Insurance, Business Owners, Incorporated Professionals

“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

(21)

Family
Future
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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Peak Investment Services

(19)

Market
Wealth
Team

“Their expertise, transparency, personalized approach, and exceptional results make them a top choice for anyone looking to grow their wealth and achieve financial success”

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Peters Wealth Management

(14)

Home Ownership, Tax Planning, Client Services / Solutions

“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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Navigate CPA

(26)

Decisions
Financial
Knowledge

“His knowledge and work ethic has also been recognised, by everyone that was part of this deal, resulting in everyone wanting to use his services moving forward.”

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Fenske Financial Coaching

(9)

“I did 4 sessions with Karen and her support and expertise gave me the insight and confidence to propel me through a rough patch and get a much clearer financial picture.”

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De Thomas Wealth Management

(4)

Private Wealth, Investment Management, Planning & Insurance

“Foster is attentive and dedicated, going above and beyond to grasp your financial aspirations and devise a tailored plan to achieve them, whether it's retirement, travel, or purchasing a new home.”

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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.”

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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.”

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KH Laidman-Betts

(1)

Estates and Trusts, Accounting and Auditing, Bookkeeping and Data Entry

“Carolyn Laidman-Betts has been the accountant for our group of companies for over 30 years and we are very pleased with her professionalism, skills, advice and integrity.”

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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”

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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.”

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Lauzon Financial Advisors

(1)

Detailed Financial Planning, Cash Flow Creation, Multi-Market Investment Strategies

“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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SH Financial Solutions

(15)

Trust
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.”

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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.”

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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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Noble Pannu Wealth Management

(4)

Team
Investments
Financial Planning

“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!”

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JP Financial

(9)

Business
Loan
Phone Call

“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.”

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Maccabee Financial

(2)

“He really cares about his Clients and always keeps in touch and sincerely cares about setting people up for success !”

Featured

Have you ever felt like your investments don’t match your dreams? Do you remember the goals you used to cherish? I believe I can help make those dreams come true. Let’s adjust your financial path to focus on what really matters to you. Why not take this journey together, revisiting the dreams of the past? Your goals might be closer than you realize. 📞 Call or DM me today for a personalized financial consultation.

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Debtco Canada

(2)

“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.”

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Average Cost	$3527
Minimum cost	$1176
Maximum cost	$9992
Avg Per Hour Rates	$353

Best Financial Advisors in Lake Country, BC

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Lake Country area.

Insurewealth

Watson Chartered Professional Accountant Services

Ric Lazare - Mortgage Broker Kelowna

M. Saini CPA

Mountain Planning Group

Benewealth Strategies

Peak Investment Services

Peters Wealth Management

Navigate CPA

Fenske Financial Coaching

De Thomas Wealth Management

Bird Moore Advisory Group of Raymond James

Serviss Wealth Management

KH Laidman-Betts

Northern Alliance Financial Corporation

Dawes and Denby - IG Private Wealth Management

Lauzon Financial Advisors

SH Financial Solutions

Bay & Associates

Gooder Financial

Noble Pannu Wealth Management

JP Financial

Maccabee Financial

Debtco Canada

Retirement Planning and Investment Management Services in Lake Country, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lake Country

Popular in Lake Country