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Gayle Focken @ DLC Clearmortgage.ca
- Home
- Team
“She made the whole home buying process much easier.”
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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Judy Poole - Raymond James
“Ryan Mahaffey sincerely cares about his clients and managing their finances.”
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Neil R. Macdonald- Sun Life Financial
- Insurance
“Neil clearly laid out plans for us.”
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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 is knowledgeable, professional, detail orientated and incredibly talented at taking complex data and breaking down his analysis into easy to understand information.”
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WK Group
“Very friendly & professional staff.”
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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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DGP Funding Solutions
“Easy, simple process. Less paperwork required for application.”
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Serviss Wealth Management
- 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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Geh Cpas - Fractional CFO and Accounting Services
“He quickly gained an understanding of our business, along with its strengths and weaknesses, and proceeded to ask thought-provoking questions and deliver valuable recommendations.”
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Ric Lazare - Mortgage Broker Kelowna
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.”
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M. Saini CPA
- 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.”
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Matte & Associates Financial Solutions
- 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.”
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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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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
- 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.”
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Peak Investment Services
- 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”
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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
- 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.”
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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