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Penticton, BC
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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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Vidit Paruthi - Mortgage Professional

Vidit Paruthi - Mortgage Professional

(50)
Mortgage Renewal, Mortgage Refinancing, New Home Purchase Mortgage
“Not only was he able to secure a low rate in this unstable market, but he pleasantly surprised customers by negotiating it even further with the lender!”
Offers Financing Options
2626 Croydon Dr #106, Surrey, BC V3Z 0S8
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Adventure Immigration Services

Adventure Immigration Services

(50)
Other Immigration Categories, Business Immigration, Permanent Residence
“I had the pleasure of receiving exceptional immigration services with this outstanding consulant I discovered on Instagram, and I can't recommend them enough!”
In Business Since 2013
5118 Joyce St #300, Vancouver, BC V5R 4H1
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Thomas C. Chan Financial Service

Thomas C. Chan Financial Service

(50)
  • Expertise
  • Videos
  • Options
“I have learned a lot from Thomas as Insurance Advisor and he is definitely recommended as your Advisor regarding Life Insurance and Investment Advisor.”
Free Initial Consultation
In Business Since 2018
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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Portfolio Planning

Portfolio Planning

(50)
Mortgage Insurance, Investments, Insurance
“In the end, he recommended that I hire an accountant as his main expertise was not with taxation but with financial planning topics such as budgeting and investing.”
1500 W Georgia St Suite 1900, Vancouver, BC V6G 2Z6
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)
Travel Insurance, Disability Savings (Rdsp), Investments
“Yogesh stands out from the rest, whome I have been in touch with, in the way he empathises and supports me in taking the decisions that proved to be critical in my case.”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Sunny Kalsi - Kalsi Wealth Management

Sunny Kalsi - Kalsi Wealth Management

(42)
Insurance, Investments, Mortgages
“His flexibility and the fact that he will come to your house made it very easy for us to get all the information we needed to make RESP decisions with a newborn.”
Offers Financing Options
5550 152 St #206, Surrey, BC V3S 5J9
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IPC Securities Corp - CEV Wealth

IPC Securities Corp - CEV Wealth

(8)
“He continually keeps in touch with me about how the markets are going, and has suggested, numerous times, when he thinks that I should transfer some of my funds to another company that is showing a positive outlook”
Coupons & Offers
In Business Since 1999
3388 Rosemary Heights Crescent Suite 217, Surrey, BC V3S 0X8
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Livian Smith

Livian Smith

(50)
  • Opinion
  • Communication
  • Job
“To achieve this, she had to put in an extra effort: the big banks were not interested in cutting deals for the relatively small mortgage I required ($200K).”
Offers Financing Options
Transparent Fees & Pricing
Licensed
In Business Since 2006
3430 Horizon Drive, Coquitlam, BC, V3E 3H2
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Mode Money Managers

Mode Money Managers

(44)
  • Plan
  • Information
  • Expertise
“A big thanks to the entire team at Mode Money for helping me in my financial planning, travel insurance for my parents, immigration for my mother in law.”
In Business Since 2021
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Abhishek Grover - Mortgage Broker @ Sun Capitalists

Abhishek Grover - Mortgage Broker @ Sun Capitalists

(34)
Home Movers, Buy To Let, Remortgaging
“It Can be considered as the symbol of trust, it has sure shot solution for your mortgage problems and answer to all sorts of queries related mortgage...”
Transparent Fees & Pricing
6678 152 St Unit 104 & 105, Surrey, BC V3S 3L4
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Different Financial

Different Financial

(38)
  • Financial Advisor
  • Meetings
  • Needs
“Because of Melissa and her help I have created a healthy relationship with finances and am on the right track to achieving my all of my financial goals.”
Free Initial Consultation
15300 Croydon Dr Suite 300, Surrey, BC V3Z 0Z5
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Aban Accounting

Aban Accounting

(37)
Accounting Consulting, Bookkeeping, Tax
“He did all the financial and legal matters of my businesses in the shortest possible time and solved all problems which causes from my previous accountant.”
In Business Since 2018
211-3030 Lincoln Ave, Coquitlam, BC V3B 6B4
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Canadian Wiseinvest

Canadian Wiseinvest

(37)
Individual Services, Corporate Services
“I worked with “Peyman” for some investments, he is very honest and responsible and always follow up in up and down of the market to invest in better product.”
In Business Since 2020
850, 1185 W Georgia St w, Vancouver, BC V6E
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Ascendant Financial

Ascendant Financial

(50)
  • Whole Life Insurance
  • Education
  • Wealth
“Additionally, I highly recommend their YouTube channels, WealthWithoutBayStreet and BankersVault, for anyone interested in learning more about the Infinite Banking Concept.”
Licensed
Serving Penticton Area
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Rightfit Advisors

Rightfit Advisors

(50)
“They take the time to understand the risk-tolerant / financial goals and customize a suitable plan; they also explain every step along the way in detail.”
In Business Since 2022
West Vancouver, BC
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AG Accounting Services

AG Accounting Services

(50)
  • Nature
  • Benefits
  • Understanding
“I have been doing my taxes with Arpit and his team for a very long time and he and his team have always given me great service and extremely beneficial advice to save on my taxes.”
In Business Since 2005
6366 126 St Unit 16, Surrey, BC V3X 1T9
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Athena Financial

Athena Financial

(50)
  • Financial Literacy
  • Strategy
  • Decisions
“His deep knowledge of the financial world, paired with a superb ability to convey this understanding, has made my learning process incredibly comfortable.”
Serving Penticton Area
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Richard Kosick & Co. Chartered Professional Accountant

Richard Kosick & Co. Chartered Professional Accountant

(34)
Business Consulting, Estates & Trusts, Bookkeeping
“Went to Richard for over 30 years does great job ,excellent service, very carimg, honest and reasonable price i'ce recommeneded him hany time to family and friends Positive Responsiveness, Quality, Professionalism, Value”
10090 152 St #308, Surrey, BC V3R 8X8
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(34)
Partners, Insurance Strategies, Investment Solutions
“From advice on corporate structure right through to retirement planning, Dave has been there to lay everything out and help with questions along the way.”
240 E 2nd Ave, Vancouver, BC V5T 1B7
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Druckerpro International

Druckerpro International

(33)
  • Professional Development
  • Financing
  • Internship
“Their team consists of skilled and professional business consultants who will thoroughly comprehend the issues and maintained transparent communication throughout the entire process.”
Offers Financing Options
In Business Since 2020
1500 W Georgia St #1327, Vancouver, BC V6G 2Z6
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Virani Financial

Virani Financial

(35)
  • Doubt
  • Family
  • Economic Growth
“The Virani team have guided my investments for almost 20 years and I give them credit for the comfortable future retirement they've built for my wife and me.”
1650 W 2nd Ave #340, Vancouver, BC V6J 1H4
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RGF Integrated Wealth Management

RGF Integrated Wealth Management

(31)
  • Sound
  • People
  • Confident
“I have appreciated the assessments use to determine my investment type, level of risk, in addition to the personal contact and the returns on my investments.”
Transparent Fees & Pricing
In Business Since 2017
1701 W Broadway, Vancouver, BC V6J 1Y3
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CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(23)
Non Profit Accounting Services, Estate and Trust Tax Returns, Business Advisory Services
“He also discusses matters outside of the accounting scope to make my business profitable which shows Nafees' knowledge about the business and the industry as a whole.”
Family Business
Transparent Fees & Pricing
In Business Since 2015
201-3025 Anson Ave, Coquitlam, BC V3B 2H6
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GT Wealth 安加財稅

GT Wealth 安加財稅

(44)
  • Seminar
  • Sensei
  • New Year
“The new office is in a very good location, with gorgeous decoration and unique features, especially the airplane-shaped lights and a professional team👍👍 …”
6388 No. 3 Rd Suite 405, Richmond, BC V6Y 0L4
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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.

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