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Watson Chartered Professional Accountant Services
- Number
- Team
“Her expertise and commitment to long term family planning is essential in our current legislative environment.”
Best Financial Advisors in West Kelowna, BC
The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the West Kelowna area.
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Ric Lazare - Mortgage Broker Kelowna
Renewing Or Switching Your Mortgage, Consolidate Your Debt, Chip Reverse Mortgage
“Most importantly, he was able to line us up with lenders, negotiate some great terms given our unique circumstances (self-employment) and guide us through the very stressful process of borrowing with ease.”
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Matte & Associates Financial Solutions
- Financial Advice
- Family
- Social Media
“Big thanks to Chris & Maurice who crafted a clear financial roadmap for me, outlining investments and insurance strategies to help achieve my financial and personal goals.”
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M. Saini CPA
- Team
- Small Business
- Stress
“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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Mountain Planning Group
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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Benewealth Strategies
- Benefits
- Future
- Family
“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
- Financial Advice
- Wealth
- Market
“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
Wealth Management, Tax Planning, Home Ownership
“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
Financial Planning, Virtual Financial Office, Bookkeeping
“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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Valuracion
Purchase Price Allocations, Loss Quantification and Personal Injury, Business Valuations
“Romir of Valuracion is a an excellent resource when purchasing a business, especially if dealing with untangible assets as that is where he specializes.”
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Navigate CPA
- Planning
- Decisions
- Strategic
“His professionalism and knowledge are outstanding, he is always up to date on investment opportunities and provides the best possible advice while considering my overall financial situation.”
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Insight Planning
Investment Management, Risk Management, Philanthropy
“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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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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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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Geh Chartered Professional Accountants
- 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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Amano Financial Advisory Services
- Report
- Knowledge
- Business Valuation
“He also took the time to explain his valuation processes / methods, and to walk us through his final report to ensure we understood it and were satisfied.”
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Northern Alliance Financial Corporation
- Returns
- Team
“Dave, Kelly and team do a great job and provide solid repeatable returns, love investing with them Positive Responsiveness, Quality, Professionalism, Value”
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SH Financial Solutions
- Future
- Product
- Trust
“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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Dawes and Denby - IG Private Wealth Management
- Questions
- Mind
“I also appreciate the extras I've gotten in regard to information about the market through email and YouTube videos it allows me to stay up to date and current with the market.”
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Bay & Associates
“Kim has constantly answered every question I've had about my finances, discussed at length with patience about my tax implications, and configured a balanced portfolio that works specifically for all my needs.”
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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).”
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Lauzon Financial Advisors
Debt Reduction, Detailed Financial Planning, Life & Travel Insurance
“Paul has been my guy for many years and I can always trust them to do right by me no matter what my financial situation at any given time.”
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Gooder Financial
“Locally owned and operated year round, we are here to help you simplify your income taxes and get the most out of your eligible tax deductions. Gooder Financial Management was established in 1989.”
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Noble Pannu Wealth Management
- Insurances
- Team
- Investments
“I am incredibly grateful for the hard work and dedication that Dustin and Stefano have shown in helping me with my financial investments, insurances, goals and future financial planning.”
Retirement Planning and Investment Management Services in West Kelowna, BC Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on
362 cost profiles
Why these companies made our list
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