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.

Serviss Wealth Management

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.”
In Business Since 2014
1605 Pandosy St, Kelowna, BC V1Y 1P6
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Geh Cpas - Fractional CFO and Accounting Services

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.”
In Business Since 2023
Free Initial Consultation
2449 Cobblestone Rd, West Kelowna, BC V4T 3A8
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Ric Lazare - Mortgage Broker Kelowna

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.”
Transparent Fees & Pricing
Offers Financing Options
201-1180 Sunset Dr, Kelowna, BC V1Y 9W6
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M. Saini CPA

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!”
In Business Since 2017
Free Initial Consultation
347 Leon Ave #105M, Kelowna, BC V1Y 8C7
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Matte & Associates Financial Solutions

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.”
In Business Since 2013
1789 K. L. O. Rd #203, Kelowna, BC V1W 3P3
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Mountain Planning Group

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.”
145 Asher Rd #205, Kelowna, BC V1X 3H5
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Mountain Planning Group

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.”
In Business Since 2014
145 Asher Rd #205, Kelowna, BC V1X 3H5
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Benewealth Strategies

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...”
In Business Since 2011
540 Lawrence Ave #301, Kelowna, BC V1Y 6L7
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Kindret Business Solutions

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...”
In Business Since 2018
Remote Consultations Available
2113 Shamrock Dr, West Kelowna, BC V4T 1T8
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Peak Investment Services

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”
In Business Since 2007
CCS Certified
1455 Ellis St #200, Kelowna, BC V1Y 2A3
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Peters Wealth Management

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.”
Licensed
1447 Ellis St #304, Kelowna, BC V1Y 2A3
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Valuracion

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.”
15+ Years Experience
Transparent Fees & Pricing
3271 Broadview Rd #18, West Kelowna, BC V4T 3C8
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Navigate CPA

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.”
1631 Dickson Ave Suit-1100, Kelowna, BC V1Y 0B5
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Insight Planning

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.”
In Business Since 2004
Remote Consultations Available
1151 Sunset Dr, Kelowna, BC V1Y 0G2
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Bird Moore Advisory Group of Raymond James

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.”
1726 Dolphin Ave #500, Kelowna, BC V1Y 9R9
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Lakeside Financial Planning

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.”
In Business Since 2009
550 West Ave #221, Kelowna, BC V1Y 4Z4
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Lauzon Financial Advisors

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.”
In Business Since 2000
1433 St Paul St #210, Kelowna, BC V1Y
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DKL Financial Group

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).”
3477 Lakeshore Rd #216, Kelowna, BC V1W 0A7
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Bay & Associates

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.”
600, 1631 Dickson Ave Floor 6, Kelowna, BC V1Y 0B5
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Watson Chartered Professional Accountant Services

Watson Chartered Professional Accountant Services

(4)
“We have worked with her several times and she consistently does a fabulous job.”
401 Glenmore Rd #202, Kelowna, BC V1V 1Z6
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SH Financial Solutions

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.”
20+ Years Experience
2009 Enterprise Way Suite I, Kelowna, BC V1Y 8G6
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Gooder Financial

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.”
In Business Since 2014
Locally Owned & Operated
1433 St Paul St #101, Kelowna, BC V1Y
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WK Group

WK Group

(4)
“If you are starting a new business you really need this company to aide you in financial statements.”
2429 Dobbin Rd #1, West Kelowna, BC V4T 2L4
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Terra Bouvier Financial Cents

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.”
In Business Since 2019
1948 Horizon Dr, West Kelowna, BC V1Z 3L3
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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
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 362 cost profiles.

Why these companies made our list

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