Aura Wealth Management of Raymond James Ltd.
Kelowna
- Financial planning
- Investments
- Raymond James
IG Wealth Management
Kelowna
- Financial planning
- Insurance
- IG Wealth
Jay Dowhaniuk - Raymond James Ltd.
Kelowna
- Financial planning
- Investments
- Insurance
- Raymond James
Roxane Loeppky - iA Private Wealth
Kelowna
- Investments
- iA
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 Wells - Certified Financial Planner
Kelowna
- Financial planning
- Investments
- Insurance
Frequently asked questions
How many firms offer insurance in Kelowna?
7 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