financial consultant in Kelowna

About 62 results.

Premier Loans Canada

1100-1631 Dickson Ave, V1Y 0B5 Kelowna, Canada

/ Premier Loans Canada is a loan agency located in Kelowna, Canada. They specialize in offer customized loan solutions to individuals who find themselves in financial difficulty. The company's m…

De Thomas Wealth Management & Canada Loyal Financial

Commerce Avenue 102-1658, V1X 8A9 Kelowna, Canada

For over 25 years De Thomas Wealth Management has provided independent financial advice and custom investment services tailored to each of our clients.

Gooder Financial

Gooder Financial Management Tax Management CFP Kelowna, BC

Kevin McCarron - BMO Financial Planner

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Dilworth Drive 1875, V1Y 9T1 Kelowna, Canada

We’re here to help for all life’s moments, no matter how big or small.

The Peacock Sheridan Group

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#314-1290 St. Paul, V1Y 2C9 Kelowna, Canada

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

Stacy Hadden & Assoc Financial

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101 - 1433 St. Paul Street, V1Y 2E4 Kelowna, Canada

Certified Financial Planners that provide advice for generations of clients. If you are looking to to retire but don’t know where to start; have a need for life insurance, but don't know how to p…

Permanent Financial

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110-1455 Ellis Street, V1Y 2A3 Kelowna, Canada

Peak Investment Services Inc./Permanent Financial

Patrick Guedo - BMO Financial Planner

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Bernard Avenue 294, V1Y 6N4 Kelowna, Canada

We’re here to help for all life’s moments, no matter how big or small.

Anthony Ard - BMO Financial Planner

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16, V1W 3S9 Kelowna, Canada

We’re here to help for all life’s moments, no matter how big or small.

Quail Ridge Financial Services

Via Centrale 3185, V1V 2A7 Kelowna, Canada

Jake has been in the Financial Services industry since 2008 and started his career as a Financial Planner with large banks.

Toic Wealth Management

Bernard Avenue 1160, V1Y 6R2 Kelowna, Canada

Jocko is a Certified Financial Planner accreditation. Jocko has aligned his business with some of the best investment opportunities available.

Serviss Wealth Management

Pandosy Street 1605, V1Y 1P6 Kelowna, Canada

Serviss Wealth Management specializes in helping you plan your financial future. We offer tax planning, family services, estate planning, and much more!

Chris Gorman - Sun Life Financial Advisor

Springfield Road 2139, V1Y 7X1 Kelowna, Canada

Sterling Advisory Inc.

UK Pension Transfer expert, Kelowna Based Mark Walker of Sterling Advisory Inc., specializes in helping clients transfer frozen UK pension funds to Canada.

Raymond James Ltd. Kelowna - Johnson Legacy

Dolphin Avenue 1726, V1Y 9R9 Kelowna, Canada

Mountain Planning Group Inc.

Asher Road 145, V1X 3H5 Kelowna, Canada

Kurtis Jacques

Dolphin Avenue 1708 Dolphin Avenue, Kelowna, BC V1Y 9S4, V1Y 9S4 Kelowna, Canada

Nina Johnson TD Wealth Financial Planning

Ellis Street 1633, V1Y 2A8 Kelowna, Canada

Wealthy Tortoise Financial Group

616 Cadder Ave, V1Y 5N4 Kelowna, Canada

The Wealthy Tortoise Financial Group, based in Kelowna, offers tax efficient financial planning, investment and insurance options, estate planning, and more.

WTA Financial - Insurance, Wealth and Employee Benefits Agency

Cerise Drive 1228, V1Y 9R8 Kelowna, Canada

Capri Wealth Management

Our mission at Capri Wealth Management is to provide professional, ethical and comprehensive wealth management services that help our clients achieve a successful and fulfilling financial future.

Nina Johnson - TD Financial Planner

Highway 97 North 2339, V1X 4H9 Kelowna, Canada

Waller Financial Corporation. / IPC Investments / Lakeside Financial Planning

West Avenue 221-550, V1Y 4Z4 Kelowna, Canada

IPC's team of accredited investment advisors are dedicated to helping you live your dream by providing investment and financial planning services.

J P Financial Inc

Springfield Road 1889, V1Y 5V5 Kelowna, Canada

J.P. Financial Inc. Is a direct sales financing company servicing entrepreneur in Canada. We offer direct sales financing and sub prime financing in BC, Alberta, Saskatchewan, Manitoba, Ontario, …

Lauzon Financial Advisors Inc

Pandosy Street 1630, V1Y 1P7 Kelowna, Canada