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Canada › British Columbia

Financial advisors in Kelowna

81 advisory teams and firms in Kelowna, British Columbia.

🏆 Top financial advisors in Kelowna: the ranking

Kelowna in figures

144,576residents in 2021 (+13.5% since 2016)
$82,000median total household income, 2020
64.7%of households own their home
$725,000median dwelling value
21.4%aged 65 and over
31.3%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Kelowna

Self-employed in Kelowna: RRSP, incorporation and retirement?

19% of workers in Kelowna are self-employed, against 14.4% across Canada. Without an employer plan, retirement is built alone.

Calculate your savings goal →

How to reduce capital gains tax in Kelowna?

11.7% of tax filers in the Kelowna area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.

How to pass on a home in Kelowna and limit probate?

The median dwelling value is $725,000 in Kelowna (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.

Property taxes in Kelowna

$6,159property taxes and charges on a representative house, 2026
$1,044,080assessed value of that representative house

Source: Government of British Columbia, Local Government Statistics, schedule 704 (school, municipal, regional district, hospital and other taxes, parcel taxes and user fees). All municipalities compared.

Savings and high incomes in the Kelowna area

18.9%of tax filers contributed to an RRSP
$4,070median RRSP contribution

Among people with income in the Kelowna area, in 2023:

39.7%report dividend or interest income (median $1,250)
11.7%report capital gains (median $2,520)
20.8%receive a private pension (employer plan, RRIF, annuity)
16%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

Rents in the Kelowna area

$2,118average monthly rent, two-bedroom apartment (October 2025)
+2.4%in one year, same units
6.4%vacancy rate (3.8% a year earlier)

Source: CMHC, Rental Market Survey, October 2025, privately initiated apartment structures of three units and over.

Frequently asked questions

How many financial advisory firms are there in Kelowna?

Advisor Index lists 81 advisory teams and firms in Kelowna, British Columbia: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.

How do I check a financial advisor in Kelowna?

Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.

Other cities in British Columbia

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.

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