Aura Wealth Management of Raymond James Ltd.
Kelowna
- Financial planning
- Investments
- Raymond James
Bird Moore Advisory Group of Raymond James Ltd.
Kelowna
- Financial planning
- Investments
- Raymond James
Curtis Cousins
Kelowna
- Financial planning
- Investments
- Wellington-Altus
DKL Financial Group
Kelowna
- Financial planning
- Investments
George Tozer
Kelowna
- Financial planning
- Investments
- Wellington-Altus
Hatch Wealth Advisory Group
Kelowna
- Financial planning
- Investments
- Financière Banque Nationale
iA Private Wealth
Kelowna
- Financial planning
- Investments
- iA
IG Wealth Management
Kelowna
- Financial planning
- Insurance
- IG Wealth
Jay Dowhaniuk - Raymond James Ltd.
Kelowna
- Financial planning
- Investments
- Insurance
- Raymond James
Jeffrey M. Buskell
Kelowna
- Financial planning
- Investments
- Wellington-Altus
Jonathan Sorenson
Kelowna
- Financial planning
- Investments
- Wellington-Altus
Knutson Advisory Group
Kelowna
- Financial planning
- Investments
- Financière Banque Nationale
Krahn Wealth Advisory Group
Kelowna
- Financial planning
- Investments
- Financière Banque Nationale
Michele Santos
Kelowna
- Financial planning
- Investments
- Wellington-Altus
Plan First Financial Solutions Ltd.
Kelowna
- Financial planning
Smit Wealth Management Group
Kelowna
- Financial planning
- Investments
- Financière Banque Nationale
Springleaf Financial Group - Freedom 55 Financial, London Life
Kelowna
- Financial planning
- Mutual funds
Springleaf Financial Group Inc
Kelowna
- Financial planning
- Mutual funds
SWAN Wealth Management, Cross-Border Financial Advisors
Kelowna
- Financial planning
- Investments
- Insurance
Tiffany Woodfield, SWAN Wealth Management, Raymond James Ltd
Kelowna
- Financial planning
- Investments
- Insurance
- Raymond James
Trevor Michalkow
Kelowna
- Financial planning
- Investments
- Wellington-Altus
Trevor Wells - Certified Financial Planner
Kelowna
- Financial planning
- Investments
- Insurance
Wellington-Altus Private Wealth - Kelowna
Kelowna
- Financial planning
- Investments
Frequently asked questions
How many firms offer financial planning in Kelowna?
23 of the 74 firms in Kelowna show it in the official register or on their website.
How to choose?
Check the official register, ask for an engagement letter describing the service and the fees, and compare two or three firms on your precise situation.
Alphabetical list. No firm pays to be listed. Our sources