DKL Financial Group
Kelowna
- Financial planning
- Investments
IG Wealth Management
Kelowna
- Financial planning
- Insurance
- IG Wealth
Plan First Financial Solutions Ltd.
Kelowna
- Financial planning
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
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 independent advisors in Kelowna?
8 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