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Benewealth Strategies

(20)

Future
Benefits
Team

“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...”

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Serviss Wealth Management

(9)

Team

“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 Cpas - Fractional CFO and Accounting Services

(4)

“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)

Renewing Or Switching Your Mortgage, Consolidate Your Debt, Chip Reverse Mortgage

“With so much on the line and time constraints these days with financing, its great to know I have a real team player guaranteeing I get the deal together and across the finish line on time.”

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M. Saini CPA

(50)

Team
Emails
Season

“I am so happy that I found Mike as an accountant, and I am looking forward to working with him in the future for both my business and personal tax returns!”

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Matte & Associates Financial Solutions

(37)

Business
Family
Needs

“The team at Matte & Associates have partnered with us for an annual Charitable Event benefiting Freedom's Door Drug and Alcohol Rehabilitation Center, here in Kelowna.”

Featured

🏆🎓 We're thrilled to congratulate the exceptional winners of this year’s Matte & Associates Financial Solutions post-secondary scholarship. Among a pool of inspiring applicants, Reine Alaji and Reece Legouilloux stood out for their profound insights and commitment to financial responsibility. Join us in celebrating their remarkable achievements and the impact they will make in their respective fields. #Scholarship #Education #Community #PlanningForTheFuture #FinancialResponsibility #FinancialSolutions...

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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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Kindret Business Solutions

(11)

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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Peak Investment Services

(16)

Confident
Wealth
Team

“Their expertise, transparency, personalized approach, and exceptional results make them a top choice for anyone looking to grow their wealth and achieve financial success”

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Peters Wealth Management

(11)

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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Valuracion

(7)

Purchase Price Allocations, Loss Quantification and Personal Injury, Business Valuations

“Romir is professional, transparent, and committed to delivering high-quality results, which makes him a trusted partner for any organization looking for reliable and insightful valuation expertise.”

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Navigate CPA

(22)

Decisions
Knowledge
Financial

“We have implemented those suggestions and reduced our A/R to almost nothing, and created/revised processes that make managing the financial part of our practice so much easier.”

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Insight Planning

(2)

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

(8)

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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Lakeside Financial Planning

(7)

“The staff are always helpful and exceedingly friendly, the parking is free, and the office is located conveniently in the South Pandosy area of the lower Mission.”

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Lauzon Financial Advisors

(1)

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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DKL Financial Group

(5)

“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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Bay & Associates

(5)

“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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Watson Chartered Professional Accountant Services

(4)

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

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SH Financial Solutions

(14)

Future
Product
Insurance

“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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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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WK Group

(4)

“If you are starting a new business you really need this company to aide you in financial statements.”

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Terra Bouvier Financial Cents

(4)

Finances

“I look forward to our visits and always come away from them feeling like I have a better handle on our finances because of someone I truly trust with our future.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

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.

Benewealth Strategies

Serviss Wealth Management

Geh Cpas - Fractional CFO and Accounting Services

Ric Lazare - Mortgage Broker Kelowna

M. Saini CPA

Matte & Associates Financial Solutions

Mountain Planning Group

Mountain Planning Group

Kindret Business Solutions

Peak Investment Services

Peters Wealth Management

Valuracion

Navigate CPA

Insight Planning

Bird Moore Advisory Group of Raymond James

Lakeside Financial Planning

Lauzon Financial Advisors

DKL Financial Group

Bay & Associates

Watson Chartered Professional Accountant Services

SH Financial Solutions

Gooder Financial

WK Group

Terra Bouvier Financial Cents

Retirement Planning and Investment Management Services in West Kelowna, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near West Kelowna

Popular in West Kelowna