Financial Planning in Kelowna, BC

Helping families secure their future with the best life insurance & investments and a financial plan

The team at FocalPoint Financial Group will work closely with you to fully understand your specific

Drawing on 21 years of leadership experience with TD Canada Trust, Shawna cuts through the noise that fuels our fears and builds a life-specific financial plan. Her unique power li...

Empowering families through a financial education to pay off debt, save and grow their money and pro

Investments, Insurance, Mortgage Planning, Retirement Planning, Education Savings, Tax Planning & Es

Russo Wealth Management of Raymond James Ltd.

With over 13 years in the mortgage industry, My top priority is to provide all my clients with unparalleled service and personal assistance with all their mortgage needs. Available...

First time home buyer, house purchase, debt re-finance , condo purchase Reverse Mortgage CHIP Kelown

At the Peacock Sheridan Group, we share your passion for all areas of life from family and business ventures to strategic wealth accumulation.

Rasmussen & Associates Private Wealth Management with IG Wealth Management

Your Personal CFO: Gain Financial Security & Pay Less Tax

Darcy Feth is a Certified Financial Planner with expertise in working with Executives & Individuals, with a strong focus on helping them transform their financial future and achiev...

Peak Investment Services Inc.

Certified Financial Planner

Goplan is helping people in Kelowna, BC keep more money in their pockets by explaining the what's and why's of finances.

A boutique provider of Wealth Management solutions to affluent families for over 46 years.

Planning for your financial future is more than just looking at numbers. To us, it's the people and

Certified Financial Planner | Female Finance Specialist | Dedicated Wife and Mother | Dog Lover

JS Consulting helps businesses achieve optimal growth, scalability, profit and results no matter what stage of the business. Utilizing multiple world class strategies in 4 main cat...

Solid State Wealth is a local financial firm servicing the Okanagan and surrounding areas. With over 13 years of experience, and a niche for tax planning and growth with small busi...

Thom & Associates Financial Planners Inc. is one of the longest existing independent financial firms in Kelowna with 25+ years serving BC and Alberta.

I offer a wide range of Investment Services includiing Retirement/Tax Saving Strategies, Wealth Prot

We believe that your wealth is about much more than money. It is your ability to do what you want, when you want & with who you want. Sleep Well At Night.

Dave Is a dedicated financial Planning professional with 32 years of experience

Smarter Financial Planning brings individual clients a valuable up-to-date and ongoing understanding

Financial Security Advisors helping you discover your financial worth with comprehensive clarity.

[email protected] Financial Planner http://www.rbcroyalbank.com

Offering a comprehensive array of investment options covering everything from investment management

[email protected] Manager, RBC Financial Planning http://rbcroyalbank.com