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Fenske Financial Coaching

(9)

“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!”

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De Thomas Wealth Management

(4)

Portfolio Review, Private Wealth, Investment Management

“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.”

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KH Laidman-Betts

(1)

Corporate and Personal Taxation, Estates and Trusts, Accounting and Auditing

“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.”

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Holliswealth/Okanagan Wealth Advisors

(1)

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

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Rolce Investment Fund

“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...”

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Elanda Kowalchuk Financial

(5)

Entrepreneurs, Insurance Planning, Wealth Planning

“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.”

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Cibc Wood Gundy Vernon Branch

(8)

Retirement
Expertise
Team

“Their commitment to their clients and attention to detail have made us feel secure and very confident that our financial affairs are being very well managed.”

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Fraser Barker Advisory Group of Acpi

Fees, Acpi - Client Login, Proudly Supporting

“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...”

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Plan With Insight

“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, ...”

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Assante Wealth Management

“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...”

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Equuis Wealth Management

“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...”

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Rd's Office Services

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Watson Chartered Professional Accountant Services

(5)

Number
Team

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

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Insurewealth

Critical Illness Insurance, Wealth Protection, Wealth Management

“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...”

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IPC Investment Corporation - Earl Shipmaker

Charitable Giving, Retirement Income, Estate Planning

“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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Benewealth Strategies

(21)

Services
Benefits
Future

“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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Serviss Wealth Management

(9)

Team
Insurance

“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.”

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Geh Chartered Professional Accountants

(4)

CFO
Hiring

“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

(50)

Self-Employed Mortgages, Renewing Or Switching Your Mortgage, Consolidate Your Debt

“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.”

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M. Saini CPA

(50)

Quickbooks
Funny
Team

“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

(44)

Confidence
Financial Well-Being
Financial Advice

“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

(31)

Investments, Insurance, Business Owners

“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.”

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Mountain Planning Group

(27)

Investments, Insurance, Business Owners

“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.”

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Peak Investment Services

(19)

Success
Financial Advice
Wealth

“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.”

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Average Cost	$3662
Minimum cost	$1221
Maximum cost	$10375
Avg Per Hour Rates	$367

Best Financial Advisors in Vernon, BC

The highest-rated Financial Planning & Wealth Management companies out of 298 vetted & reviewed in the Vernon area.

Fenske Financial Coaching

De Thomas Wealth Management

KH Laidman-Betts

Holliswealth/Okanagan Wealth Advisors

Rolce Investment Fund

Elanda Kowalchuk Financial

Cibc Wood Gundy Vernon Branch

Fraser Barker Advisory Group of Acpi

Plan With Insight

Assante Wealth Management

Equuis Wealth Management

Rd's Office Services

Watson Chartered Professional Accountant Services

Insurewealth

IPC Investment Corporation - Earl Shipmaker

Benewealth Strategies

Serviss Wealth Management

Geh Chartered Professional Accountants

Ric Lazare - Mortgage Broker Kelowna

M. Saini CPA

Matte & Associates Financial Solutions

Mountain Planning Group

Mountain Planning Group

Peak Investment Services

Retirement Planning and Investment Management Services in Vernon, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Vernon

Popular in Vernon