Matte & Associates Financial Solutions
“Matte & Associates is an incredible team of professionals I've had the pleasure of working with for the past seven years.”
Best Financial Advisors near West Kelowna, BC
1 of these firms is based in West Kelowna; the others serve West Kelowna from Kelowna.
1 open weekends · 22 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
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Mountain Planning Group
“I've been invested with Jeremy for 20 years and he has taken great care of me.”
Benewealth Strategies
“They are always looking for the best solutions for their clients, and they put the clients' needs first.”
Peak Investment Services
“They are very responsive, great at what they do and a friendly bunch.”
Kindret Business Solutions
“They make life easier - what can be better than that!”
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Peters Wealth Management
“I would highly recommend individuals at any point in their life and the earlier the better to sit with him to make sure they maximize their financial futures”
The 24 firms listed for West Kelowna, 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: West Kelowna, BC
23 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 276 reviews; 1 has 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (67%) and quality (61%). 1 is open on Saturdays. 1 shows a licence on its website. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 18 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for West Kelowna take financial planning bookings online?
5 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.
Insight Planning
“My parents, Siblings and other members of my family all stand with Shea because we trust that he's going to take great care of us and our future.”
Serviss Wealth Management
“Dustin and his team have helped us set up our life insurance and also has been super helpful with advice and direction in other areas and opportunities.”
Bird Moore Advisory Group of Raymond James
“They asked many questions about our comfort level and gave us feed back as to what would be good investments for us.”
Northern Alliance Financial Corporation
“Dave, Kelly and team do a great job and provide solid repeatable returns, love investing with them”
SH Financial Solutions
“She took the time answering every question I had over multiple appointments (I went in with a long list, haha) and I never once felt pressured or rushed.”
Lauzon Financial Advisors
“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
“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).”
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.”
Gooder Financial
Noble Pannu Wealth Management
“What I like best about their approach is they take the time to explain things clearly, including which investments are riskier than others, and which stocks, bonds and mutual funds are the safest for growth, etc.”
JP Financial
“I am very pleased with there service and will be looking to renew my loan in febuary.”
Maccabee Financial
“He really cares about his Clients and always keeps in touch and sincerely cares about setting people up for success !”
Thom & Associates Financial Planners
“Ken and Pauline have looked after our investments in a professional manner for more than a dozen years.”
Jay Dowhaniuk - Raymond James
“Because they are an independent firm and not constrained by the "generic packages" that big banks offer, I feel like I have a lot of great options and flexibility in the types of funds that are available to me.”
Holistic Fiscal Strategies
JGA Wealth Group
Lakeside Financial Planning
“He took the time to help me and my family get clear on what our needs actually are, and delivered a few options for us that weren't overwhelming.”
Peacock Sheridan Group
“Having used their services for several years now I am extremely satisfied with helpfulness and transparency Peacock Sheridan Group provides.”
Why these companies made our list
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