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

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...”
5 Ave, Lake Country, BC V4V 1S6
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Serviss Wealth Management

Serviss Wealth Management

(9)
  • Team
“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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Ric Lazare - Mortgage Broker Kelowna

Ric Lazare - Mortgage Broker Kelowna

(50)
Chip Reverse Mortgage, Consolidate Your Debt, Commercial Mortgages
“The combination of rising interest rates, the crazy housing market peak in early 2022, and the fact that I am a single women applying on my own was making this very difficult.”
Transparent Fees & Pricing
Offers Financing Options
201-1180 Sunset Dr, Kelowna, BC V1Y 9W6
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M. Saini CPA

M. Saini CPA

(50)
  • Emails
  • Questions
  • Bookkeeping
“Professional service, and Mike himself is a great guy to work with, Very knowledgeable and takes the time to answer and explain any questions you have.”
In Business Since 2017
Free Initial Consultation
347 Leon Ave #105M, Kelowna, BC V1Y 8C7
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Mountain Planning Group

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.”
145 Asher Rd #205, Kelowna, BC V1X 3H5
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Mountain Planning Group

Mountain Planning Group

(27)
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.”
In Business Since 2014
145 Asher Rd #205, Kelowna, BC V1X 3H5
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Benewealth Strategies

Benewealth Strategies

(20)
  • Benefits
  • Team
  • Business
“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

(16)
  • Wealth
  • Team
  • Investments
“My wife and I have been with Peak since 1998 and will continue to support and advocate for the people that work at the Kelowna Peak office, I retired 10 years ago at 55 and Jim Carta then now Brett and his staff have always been there for us and have...”
In Business Since 2007
CCS Certified
1455 Ellis St #200, Kelowna, BC V1Y 2A3
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Peters Wealth Management

Peters Wealth Management

(11)
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.”
Licensed
1447 Ellis St #304, Kelowna, BC V1Y 2A3
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Fenske Financial Coaching

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.”
In Business Since 2020
5882 L & a Rd, Vernon, BC V1B 3P9
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Navigate CPA

Navigate CPA

(22)
  • Knowledge
  • Financial
  • Decisions
“Modi Accounting and Tax is my first call on any financial issue, and I will continue to count on Kent in the future, as he is the most reliable resource I have encountered.”
1631 Dickson Ave Suit-1100, Kelowna, BC V1Y 0B5
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KH Laidman-Betts

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.”
In Business Since 2014
Transparent Fees & Pricing
3334 30th Ave, Vernon, BC V1T 2C8
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Bird Moore Advisory Group of Raymond James

Bird Moore Advisory Group of Raymond James

(8)
  • 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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Lauzon Financial Advisors

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.”
In Business Since 2000
1433 St Paul St #210, Kelowna, BC V1Y
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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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Gooder Financial

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.”
In Business Since 2014
Locally Owned & Operated
1433 St Paul St #101, Kelowna, BC V1Y
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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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Watson Chartered Professional Accountant Services

Watson Chartered Professional Accountant Services

(4)
“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

(14)
  • Product
  • Insurance
  • Life
“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 Suite I, Kelowna, BC V1Y 8G6
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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
Serving Lake Country Area
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Millard, Dawes & Associates

Millard, Dawes & Associates

(4)
  • 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 2024
1631 Dickson Ave Suite 600, 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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Debtco Canada

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.”
1631 Dickson Ave Suite 1100, Kelowna, BC V1Y 0B5
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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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Retirement Planning and Investment Management Services in Lake Country, BC Cost Estimates

Minimum cost
$1176
Maximum cost
$9992
National Average
$3527
Avg Per Hour Rates
$353
$2351
$6466
Fair price range is based on 451 cost profiles
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Average Cost $3527
Minimum cost $1176
Maximum cost $9992
Avg Per Hour Rates $353

Fair range $2351 to $6466 is based on 451 cost profiles.

Why these companies made our list

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