View Profile

Ric Lazare - Mortgage Broker Kelowna

(50)

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.”

i

View Profile

M. Saini CPA

(50)

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.”

i

View Profile

Matte & Associates Financial Solutions

(44)

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.”

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...

i

View Profile

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.”

i

View Profile

Benewealth Strategies

(21)

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.”

i

View Profile

Peak Investment Services

(19)

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.”

i

View Profile

Kindret Business Solutions

(10)

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...”

i

View Profile

Peters Wealth Management

(14)

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.”

i

View Profile

Navigate CPA

(26)

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.”

i

View Profile

Valuracion

(8)

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.”

i

View Profile

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.”

i

View Profile

Bird Moore Advisory Group of Raymond James

(9)

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

Amano Financial Advisory Services

(13)

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.”

i

View Profile

Northern Alliance Financial Corporation

(7)

Returns
Team

“Dave, Kelly and team do a great job and provide solid repeatable returns, love investing with them Positive Responsiveness, Quality, Professionalism, Value”

i

View Profile

Watson Chartered Professional Accountant Services

(5)

Number
Team

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

i

View Profile

Dawes and Denby - IG Private Wealth Management

(5)

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.”

i

View Profile

SH Financial Solutions

(15)

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

DKL Financial Group

(5)

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).”

i

View Profile

Noble Pannu Wealth Management

(4)

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.”

i

View Profile

WK Group

(4)

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

i

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.

Ric Lazare - Mortgage Broker Kelowna

M. Saini CPA

Matte & Associates Financial Solutions

Mountain Planning Group

Benewealth Strategies

Peak Investment Services

Kindret Business Solutions

Peters Wealth Management

Navigate CPA

Valuracion

Insight Planning

Bird Moore Advisory Group of Raymond James

Serviss Wealth Management

Geh Chartered Professional Accountants

Amano Financial Advisory Services

Northern Alliance Financial Corporation

Watson Chartered Professional Accountant Services

Dawes and Denby - IG Private Wealth Management

SH Financial Solutions

Lauzon Financial Advisors

Bay & Associates

DKL Financial Group

Noble Pannu Wealth Management

WK Group

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