Best Financial Advisors in Penticton, BC

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Penticton area.

Gayle Focken @ DLC Clearmortgage.ca

Gayle Focken @ DLC Clearmortgage.ca

(25)
  • Home
  • Team
“She made the whole home buying process much easier.”
437 Main St, Penticton, BC V2A 5C4
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Investment and Wealth Advisor

Investment and Wealth Advisor

(1)
“Always willing to go the extra mile!”
Family Business
Transparent Fees & Pricing
In Business Since 2000
101-100 Front St, Penticton, BC V2A 1H1
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Keystone Portfolio Management Services

Keystone Portfolio Management Services

(1)
“Good service efficient”
In Business Since 2019
2004 Main St, Penticton, BC V2A 5H4
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Judy Poole - Raymond James

Judy Poole - Raymond James

(1)
“Ryan Mahaffey sincerely cares about his clients and managing their finances.”
In Business Since 2000
103-386 Ellis St, Penticton, BC V2A 4L7
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Neil R. Macdonald- Sun Life Financial

Neil R. Macdonald- Sun Life Financial

(15)
  • Insurance
“Neil clearly laid out plans for us.”
101-3115 Skaha Lake Rd, Penticton, BC V2A 6G5
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IPC Securities Corporation - Rick David

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.”
69 Nanaimo Ave E #200, Penticton, BC V2A 1M1
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IPC Securities Corporation - Trevor Nelson

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 ...”
543 Martin St, Penticton, BC V2A 5L5
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IPC Investment Corporation - Michael Morrish

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.”
598 Penticton Ave, Penticton, BC V2A 2M6
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Kindret Business Solutions

Kindret Business Solutions

(11)
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!!”
Remote Consultations Available
In Business Since 2018
Serving Penticton Area
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Valuracion

Valuracion

(7)
Loss Quantification and Personal Injury, Purchase Price Allocations, Matrimonial Dissolution Support
“Romir is knowledgeable, professional, detail orientated and incredibly talented at taking complex data and breaking down his analysis into easy to understand information.”
Transparent Fees & Pricing
15+ Years Experience
Serving Penticton Area
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WK Group

WK Group

(4)
“Very friendly & professional staff.”
Serving Penticton Area
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IPC Investment Corporation - Murray Milsom

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.”
In Business Since 2008
Serving Penticton Area
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DGP Funding Solutions

DGP Funding Solutions

“Easy, simple process. Less paperwork required for application.”
In Business Since 2021
2475 Dobbin Rd #22, West Kelowna, BC V4T
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Ric Lazare - Mortgage Broker Kelowna

Ric Lazare - Mortgage Broker Kelowna

(50)
Chip Reverse Mortgage, Self-Employed Mortgages, Investment and Vacation Properties
“These things can get confusing and overwhelming to say the least but with Ric's clear explanations and guidance, the process is always a seamless success.”
Offers Financing Options
Transparent Fees & Pricing
201-1180 Sunset Dr, Kelowna, BC V1Y 9W6
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M. Saini CPA

M. Saini CPA

(50)
  • Season
  • The Future
  • Emails
“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.”
Free Initial Consultation
In Business Since 2017
347 Leon Ave #105M, Kelowna, BC V1Y 8C7
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Matte & Associates Financial Solutions

Matte & Associates Financial Solutions

(37)
  • Needs
  • Life Insurance
  • Values
“Our entire family has investment portfolio's here and we are happy with both the results of our portfolio's and the service that Matte & Associates has provided.”
In Business Since 2013
1789 K. L. O. Rd #203, Kelowna, BC V1W 3P3
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Mountain Planning Group

Mountain Planning Group

(31)
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.”
145 Asher Rd #205, Kelowna, BC V1X 3H5
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Mountain Planning Group

Mountain Planning Group

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

Benewealth Strategies

(20)
  • Benefits
  • Future
  • Business
“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.”
In Business Since 2011
540 Lawrence Ave #301, Kelowna, BC V1Y 6L7
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Peak Investment Services

Peak Investment Services

(16)
  • Wealth
  • Confident
  • Investments
“Their expertise, transparency, personalized approach, and exceptional results make them a top choice for anyone looking to grow their wealth and achieve financial success”
CCS Certified
In Business Since 2007
1455 Ellis St #200, Kelowna, BC V1Y 2A3
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Peters Wealth Management

Peters Wealth Management

(11)
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”
Licensed
1447 Ellis St #304, Kelowna, BC V1Y 2A3
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Navigate CPA

Navigate CPA

(22)
  • Decisions
  • Financial
  • Knowledge
“Kent has provided us stellar service, very happy with his insights into our business and working with him has provided us with both high level and detailed support.”
1631 Dickson Ave Suit-1100, Kelowna, BC V1Y 0B5
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Insight Planning

Insight Planning

(2)
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.”
Remote Consultations Available
In Business Since 2004
1151 Sunset Dr, Kelowna, BC V1Y 0G2
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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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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
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Average Cost $3652
Minimum cost $1217
Maximum cost $10345
Avg Per Hour Rates $366

Typical range $2434 to $6694 is based on 267 cost profiles.

Why these companies made our list

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