Investment and Wealth Advisor
“Always willing to go the extra mile!”
Best Financial Advisors in Penticton, BC
10 firms listed · 5 in Penticton · 6 rated 4.5+
Data verified October 21, 2026
Neil R. Macdonald- Sun Life Financial
“Good knowledgeable advice to help make an informed decision on which policy/plan is best.”
IPC Securities Corporation - Rick David
IPC Securities Corporation - Trevor Nelson
IPC Investment Corporation - Michael Morrish
Kindret Business Solutions
“I highly recommend and trust them to all your bookkeeping needs.”
The 10 firms listed for Penticton, 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: Penticton, BC
5 of the 10 firms we list are based in Penticton; the other 5 serve Penticton from Kelowna (45 km) and West Kelowna (39 km). 6 of the firms on this page have a rating, from 4.6 to 5.0 across 180 reviews; 1 has 50 or more reviews. The services the firms on this page list most often on their websites are cash & credit management (4), charitable giving (4), estate planning (4), retirement income (4) and tax planning (4). 4 have ten or more years of experience, the longest 26 years. We have a website on file for 9 of the firms on this page; 8 publish a contact page; 7 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Penticton take financial planning bookings online?
2 of the 10 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.
IPC Investment Corporation - Murray Milsom
Matte & Associates Financial Solutions
“Chris and his team are super helpful, honest, and his educational videos and emails provide an amazing level of communication that is unmatched in the Okanagan.”
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DKL Financial Group
“I would highly recommend them to anyone looking for financial investments or advice.”
Maccabee Financial
“I have used them for 6 years now watching my portfolio grow.”
Why these companies made our list
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