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Investment and Wealth Advisor
“Always willing to go the extra mile!”
Best Financial Advisors in Penticton, BC
24 firms listed · 5 in Penticton · 1 open weekends · 19 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
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Neil R. Macdonald- Sun Life Financial
- Firm
- Questions
- Patient
“Neil was so helpful and very professional.”
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IPC Securities Corporation - Rick David
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IPC Securities Corporation - Trevor Nelson
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IPC Investment Corporation - Michael Morrish
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Kindret Business Solutions
“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!!”
The 24 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 24 firms we list are based in Penticton; the other 19 serve Penticton from Kelowna (45 km) and West Kelowna (39 km). 20 of the firms on this page have a rating, from 4.3 to 5.0 across 276 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (67%) and quality (60%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are tax planning (6), estate planning (5), cash & credit management (4), charitable giving (4) and retirement income (4). 1 shows a licence on its website. 11 have ten or more years of experience, the longest 26 years. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 18 list a public email and 5 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?
5 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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IPC Investment Corporation - Murray Milsom
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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
- Team
- Professional
- Questions
“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
- Team
- Knowledge
- Advisors
“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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Insight Planning
“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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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.”
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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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Northern Alliance Financial Corporation
- Team
- Returns
“I am more than pleased with my choice to invest with Northern Alliance.”
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DKL Financial Group
- Financial Services
“They asked a lot of questions, made my wife and I feel very comfortable, and have already provided expertise in areas that I never saw from my previous advisor.”
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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.”
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Bay & Associates
“Kim has constantly answered every question I've had about my finances, discussed at length with patience about my tax implications, and configured a balanced portfolio that works specifically for all my needs.”
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SH Financial Solutions
- Trust
- Options
- Budget
“She took the time answering every question I had over multiple appointments (I went in with a long list, haha) and I never once felt pressured or rushed.”
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Gooder Financial
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Noble Pannu Wealth Management
- Team
- Insurances
- Financial Planning
“The team is always quick to respond and extremely professional, but most importantly, my money is working a lot harder for me under their oversight rather than my own!”
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JP Financial
- Phone Call
- Loan
- Business
“A great place to do business with Shyla is amazing they don't rob you like other lenders who are non chartered shyla and jp should be of more business than the others”
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Maccabee Financial
“I have used them for 6 years now watching my portfolio grow.”
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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