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Financial advisors in Summerland

2 advisory teams and firms in Summerland, British Columbia.

Chantelle G MeriamSummerland
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Timothy S BroeschSummerland
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Summerland in figures

12,042residents in 2021 (+3.7% since 2016)

$82,000median total household income, 2020

82.4%of households own their home

$650,000median dwelling value

31.9%aged 65 and over

25.2%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 Summerland

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

23.8% of workers in Summerland are self-employed, against 14.4% across Canada. Without an employer plan, retirement is built alone.

Calculate your savings goal →

When to take CPP and how to draw down a RRIF in Summerland?

31.9% of Summerland residents are 65 or older. When to take CPP and OAS, and in which order to draw from the RRIF, TFSA and non-registered accounts, is where retirement income is decided.

How long will your savings last? →

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

The median dwelling value is $650,000 in Summerland (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.

Property taxes in Summerland

$6,173property taxes and charges on a representative house, 2026

$856,940assessed 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.

Frequently asked questions

How many financial advisory firms are there in Summerland?

Advisor Index lists 2 advisory teams and firms in Summerland, 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 Summerland?

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

Vancouver · 258
Victoria · 102
Kelowna · 81
Surrey · 53
Burnaby · 44
Nanaimo · 38
Kamloops · 28
Abbotsford · 26
Vernon · 21
West Vancouver · 19
North Vancouver · 17
Coquitlam · 16

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