Best Financial Advisors near Lake Country, BC
1 of these firms is based in Lake Country; the others serve Lake Country from Kelowna and Vernon.
1 open weekends · 21 rated 4.5+ · 1 shows a licence
Data verified October 16, 2026
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Mountain Planning Group
“I've never felt so secure in putting our retirement and therefore quality of life in his hands.”
Benewealth Strategies
“Daniel and his team go above and beyond our expectation providing excellent business and personal financial advise.”
Peak Investment Services
“I would like to take a minute to thank everyone at the Peak office in Kelowna for helping me get my financial investments on the right track and helping me understand more of how the investment world works.”
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Peters Wealth Management
“In the often-overwhelming world of wealth management, having advisors like Will and Nancy who prioritize your interests above all else is invaluable.”
Fenske Financial Coaching
“I highly recommend Karen, she really listens and provides expert services as a financial advisor 😊 …”
The 24 firms listed for Lake Country, 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: Lake Country, BC
22 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 211 reviews; 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), quality (61%) and responsiveness (61%). 1 is open on Saturdays. 1 shows a licence on its website. 14 have ten or more years of experience, the longest 31 years. 1 offers payment plans and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 17 list a public email and 4 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 Lake Country take financial planning bookings online?
4 of the 24 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.
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De Thomas Wealth Management
“Mangaging peoples money is very personal and you need to trust that person or firm, not even a doubt with Foster.”
Bird Moore Advisory Group of Raymond James
“It definitely feels like the put the client first in everything they do.”
Serviss Wealth Management
“I would recommend working with the team, they are the first financial planners I felt actually listened to me and provided feedback on what would be best for me as opposed to what would make them the most money.”
Northern Alliance Financial Corporation
“Their commitment to long-term value creation and consistent growth is a testament to their solid investment strategy.”
SH Financial Solutions
“She picked up on a discrepancy missed by my income tax preparer resulting in a substantial refund for me.”
Bay & Associates
“Kim and Coby are amazing to work with, they are very knowledgeable and caring no matter the size of your investment.”
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.”
Noble Pannu Wealth Management
“I am incredibly grateful for the hard work and dedication that Dustin and Stefano have shown in helping me with my financial investments, insurances, goals and future financial planning.”
Gooder Financial
JP Financial
“From the initial phone call, to the end of our business together, a great pleasure to work with.”
Maccabee Financial
“He really cares about his Clients and always keeps in touch and sincerely cares about setting people up for success !”
Thom & Associates Financial Planners
“Ken was my mother's financial planner and I was so impressed at how well he handled her financial affairs, I had him take over my investments as well.”
Holliswealth/Okanagan Wealth Advisors
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.”
JGA Wealth Group
ATB Wealth
“Doug Schaffner was quickly able to set me straight with some challenges I was having with my father's estate.”
Peacock Sheridan Group
“Having used their services for several years now I am extremely satisfied with helpfulness and transparency Peacock Sheridan Group provides.”
Springleaf Financial Group
“Josh is amazing to work with and he takes the time to explain everything from the little details to the big picture.”
Why these companies made our list
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