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!”

“Foster is attentive and dedicated, going above and beyond to grasp your financial aspirations and devise a tailored plan to achieve them, whether it's retirement, travel, or purchasing a new home.”

“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...”

“Her expertise and commitment to long term family planning is essential in our current legislative environment.”

“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...”

“The combination of rising interest rates, the crazy housing market peak in early 2022, and the fact that I am a single women applying on my own was making this very difficult.”

“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.”

“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.”

“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.”

“It's obvious that the passion and investment strategy they have instilled has been successful and I continue to invest with Peak in other areas as they have earned my complete confidence and trust.”

“William Peters is truly a master of his craft and PWM is best in class when it comes to personal wealth, succession planning, tax planning, and risk management.”

“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...”