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Gayle Focken @ DLC Clearmortgage.ca
- Home
- Professional
- Future
“Positive Responsiveness, Quality, Professionalism, Value”
Best Financial Advisors in Penticton, BC
The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Penticton area.
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Investment and Wealth Advisor
“Always willing to go the extra mile!”
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Keystone Portfolio Management Services
“Good service efficient”
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Neil R. Macdonald- Sun Life Financial
- Firm
- Questions
- Patient
“Positive Responsiveness, Quality, Professionalism, Value”
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IPC Securities Corporation - Rick David
Retirement Income, Charitable Giving, Cash & Credit Management
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
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IPC Securities Corporation - Trevor Nelson
Retirement Income, Charitable Giving, Cash & Credit Management
“Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to ourCorporate Social Responsibility(CSR) efforts, is the community development project in Honduras ...”
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IPC Investment Corporation - Michael Morrish
Retirement Income, Charitable Giving, Cash & Credit Management
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
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Kindret Business Solutions
Virtual Financial Office, Financial Planning, Business Consulting
“We have moved overseas and sold the clinic and with Cindy nothing but success, we owe a lot of our success to the assistance we always received from Cindy and her team!!”
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Valuracion
Loss Quantification and Personal Injury, Purchase Price Allocations, Matrimonial Dissolution Support
“Romir of Valuracion is a an excellent resource when purchasing a business, especially if dealing with untangible assets as that is where he specializes.”
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WK Group
“Very friendly & professional staff.”
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DGP Funding Solutions
“Easy, simple process. Less paperwork required for application.”
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IPC Investment Corporation - Murray Milsom
Retirement Income, Charitable Giving, Cash & Credit Management
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
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Watson Chartered Professional Accountant Services
- Team
- Number
“We have worked with her several times and she consistently does a fabulous job.”
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Ric Lazare - Mortgage Broker Kelowna
Chip Reverse Mortgage, Self-Employed Mortgages, Investment and Vacation Properties
“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
- Stress
- Quickbooks
- Sole Proprietorship
“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.”
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Matte & Associates Financial Solutions
- Social Media
- Confidence
- Values
“Despite market volatility, family changes and all the financial needs that have evolved over my life, Maurice and his team have been there every step of the way.”
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Mountain Planning Group
Insurance, Investments, Incorporated Professionals
“I've been dealing with Jeremy Harris for my Financial Planning for well over a decade and can't say enough good things about his services and returns on my investments.”
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Benewealth Strategies
- Family
- Services
- Company
“As we adjust to the especially challenging times of Covid-19, it became increasingly important to make effective financial changes in which we successfully acheived in a matter of days.”
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Peak Investment Services
- Market
- Success
- Expertise
“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
Home Ownership, Estate / Succession Planning, Education / Disability
“I would highly recommend individuals at any point in their life and the earlier the better to sit with him to make sure they maximize their financial futures”
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Navigate CPA
- Strategic
- Decisions
- Planning
“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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Insight Planning
Philanthropy, Overview of Services, Risk Management
“It's a brand new year with new objectives for 2024 both personally and financially, which reminded me of what assisted us in our confidence with our investments.”
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Bird Moore Advisory Group of Raymond James
- 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
- Insurance
- 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.”
Retirement Planning and Investment Management Services in Penticton, BC Cost Estimates
Minimum cost
$1217
Maximum cost
$10345
National Average
$3652
Avg Per Hour Rates
$366
$2434
$6694
Typical price range is based on
267 cost profiles
Why these companies made our list
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