Best Financial Advisors in Vernon, BC

“I was gifted the 4 session package from my mom and wasnt overly enthusiastic about it to begin, but after my first session I was thrilled my mom bought me these sessions!”

“Carolyn Laidman-Betts has been the accountant for our group of companies for over 30 years and we are very pleased with her professionalism, skills, advice and integrity.”

“After having lost trust in our previous financial company we decided to move all our investments to Okanagan Wealth Advisors /Hollis Wealth.”

“The founding principal of Rolce Investment Fund Inc., Rhys brings over 15 years of real estate and development experience to the table, from construction financing and investment management, to coordinating maintenance projects and mortgage lending f...”

“We have already recommended her to some of our family members and will continue to recommend Elanda for anyone who is looking to sharpen up their finances.”

“Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Fr...”

“At Plan with Insight, we understand that people don't plan to fail, they fail to plan. That's why we're here to help you plan your financial future with confidence. As a family-owned business with almost 15 years of experience in financial planning, ...”

“Ms. Burman's previous experience includes progressively senior roles in financial services and professional services, where she worked across HR, strategy and transformation functions. Most recently, she was Head of Workforce Strategies and Client Ex...”

“Over the course of a lifetime, you will face different financial issues, like starting a new business, building wealth, providing for your children and grandchildren, retiring, and wherever else your passions may take you. At Equuis Wealth Management...”

“We have worked with her several times and she consistently does a fabulous job.”

“Whether you are a small, medium or large business owner looking for tax efficient strategies or a family looking for income protection, Insure Wealth delivers plans that are as individualized as you are. We have assembled a team of professionals in t...”

“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.”

“Previous experiences with advisors left me with the impression that the priority was making money by pushing the products they were selling, rather than my financial interests.”

“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.”

“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.”

“While I haven't had the ability to use their services thus far, Jeremy has been incredibly helpful with my endless questions and I truly appreciate the care he obviously puts into his business.”

“While I haven't had the ability to use their services thus far, Jeremy has been incredibly helpful with my endless questions and I truly appreciate the care he obviously puts into his business.”

“We were so impressed with the quality of the service, we are in the middle of moving our entire portfolio over to BeneWealth Strategies and very excited to work with Danny and Danica to help build our financial portfolio and help our dreams turn into...”

“We have been working with Cindy for several years now and she has always proved to not only be extremely supportive in the day to day bookkeeping activities but also in her role as Controller; helping us make sense of our finances, being proactive in...”