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Fenske Financial Coaching
“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!”
Best Financial Advisors in Vernon, BC
24 firms listed · 9 in Vernon · 2 open weekends · 16 rated 4.5+ · 1 shows a licence
Data verified October 16, 2026
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De Thomas Wealth Management
- Knowledge
- Portfolio
“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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Holliswealth/Okanagan Wealth Advisors
“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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Elanda Kowalchuk Financial
- Meeting
- Knowledge
- Plan
“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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Fraser Barker Advisory Group of Acpi
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Cibc Wood Gundy Vernon Branch
- 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.”
The 24 firms listed for Vernon, 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: Vernon, BC
9 of the 24 firms we list are based in Vernon; the other 15 serve Vernon from towns including Kelowna (45 km), Lake Country (29 km) and Enderby (33 km). 17 of the firms on this page have a rating, from 4.2 to 5.0 across 250 reviews; 1 has 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (60%) and quality (58%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 2 are open on Saturdays. The services the firms on this page list most often on their websites are tax planning (3), estate planning (2), financial planning (2), investment management (2) and wealth management (2). 1 shows a licence on its website. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 2 are family- or locally-owned. 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 Vernon take financial planning bookings online?
4 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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Plan With Insight
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Assante Wealth Management
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Equuis Wealth Management
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Rd's Office Services
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Insurewealth
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IPC Investment Corporation - Earl Shipmaker
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Matte & Associates Financial Solutions
- 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
- Professional
- Team
- Financial
“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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Benewealth Strategies
- 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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Peak Investment Services
- 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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Peters Wealth Management
- Team
- Advisors
- Knowledge
“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.”
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Kindret Business Solutions
“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...”
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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
- 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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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
- Returns
- Team
“I am more than pleased with my choice to invest with Northern Alliance.”
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SH Financial Solutions
- Options
- Needs
- Future
“Twyla is very knowledgeable and doesn't make you feel pressured to do anything, she focused on educating me and my wife about our options and existing coverage.”
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DKL Financial Group
- Financial Services
“I have found they have kept me informed, they have responded to my questions in a timely fashion, and their staff is great (especially Taryn Kuiack; she's a pleasure to work with).”
Retirement Planning and Investment Management Services in Vernon, BC Cost Estimates
Minimum cost
$1221
Maximum cost
$10375
National Average
$3662
Avg Per Hour Rates
$367
$2441
$6713
Typical price range is based on 539 cost profiles
Why these companies made our list
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