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...”
In Business Since 2013
5 Ave, Lake Country, BC V4V 1S6
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Watson Chartered Professional Accountant Services

Watson Chartered Professional Accountant Services

(5)
  • Number
  • Team
“We have worked with her several times and she consistently does a fabulous job.”
401 Glenmore Rd #202, Kelowna, BC V1V 1Z6
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Ric Lazare - Mortgage Broker Kelowna

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.”
In Business Since 2014
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)
  • 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.”
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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Benewealth Strategies

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...”
In Business Since 2011
540 Lawrence Ave #301, Kelowna, BC V1Y 6L7
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Peak Investment Services

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”
In Business Since 2007
CCS Certified
1455 Ellis St #200, Kelowna, BC V1Y 2A3
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Peters Wealth Management

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.”
Licensed
1447 Ellis St #304, Kelowna, BC V1Y 2A3
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Navigate CPA

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.”
1631 Dickson Ave Suit-1100, Kelowna, BC V1Y 0B5
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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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De Thomas Wealth Management

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.”
In Business Since 2016
Family Business
2802 30 St Unit 104, Vernon, BC V1T 8G7
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Serviss Wealth Management

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.”
In Business Since 2014
1605 Pandosy St, Kelowna, BC V1Y 1P6
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Bird Moore Advisory Group of Raymond James

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.”
1726 Dolphin Ave #500, Kelowna, BC V1Y 9R9
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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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Northern Alliance Financial Corporation

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”
1735 Dolphin Ave #101A, Kelowna, BC V1Y 8A6
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Dawes and Denby - IG Private Wealth Management

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.”
In Business Since 2024
1631 Dickson Ave Floor 6, Kelowna, BC V1Y 0B5
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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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SH Financial Solutions

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.”
20+ Years Experience
2009 Enterprise Way I, Kelowna, BC V1Y 8G6
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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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Noble Pannu Wealth Management

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!”
In Business Since 2021
1658 Commerce Ave #203, Kelowna, BC V1X 8A9
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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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JP Financial

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.”
Offers Financing Options
1708 Dolphin Ave #1004, Kelowna, BC V1Y 9S4
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Maccabee Financial

Maccabee Financial

(2)
“He really cares about his Clients and always keeps in touch and sincerely cares about setting people up for success !”
In Business Since 2013
1925 Kirschner Rd #7, Kelowna, BC V1Y 4N7
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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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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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