The 10 best financial advisors in Kelowna in 2026

1. 1

   Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management

   financial planning, investments · yes · yes · CFP, RRC · 5 ★, 95 reviews

   63/100
2. 2

   Gibbings Aylward Group Private Wealth Management

   financial planning, investments · yes · yes · CFP, RRC, PFP, CIM, TEP, QAFP, FCSI, CHS · 5 ★, 15 reviews

   58/100
3. 3

   Wellington-Altus Private Wealth - Kelowna

   financial planning, investments · yes · yes · since 2017 · CIM, CFP, FCSI, FMA, CFA, PFP, CLU, CAIA

   58/100
4. 4

   Blucke & Associates IG Private Wealth Management

   financial planning, insurance · yes · yes · CFP, CIM · 5 ★, 41 reviews

   57/100
5. 5

   Bay & Associates

   financial planning, investments · yes · yes · CFP, CLU, TEP · 5 ★, 8 reviews

   56/100
6. 6

   DKL Financial Group

   financial planning, investments · yes · yes · CPA, CFA, CFP · 4.9 ★, 10 reviews

   56/100
7. 7

   Trevor Wells - Certified Financial Planner

   financial planning, investments, insurance · yes · yes · CPA, CFP · 5 ★, 1 reviews

   56/100
8. 8

   iA Private Wealth

   financial planning, investments · yes · since 2000 · CPA, CFA · 5 ★, 5 reviews

   55/100
9. 9

   Engevik Saleski Group, CFP - IG Wealth Management

   financial planning, investments, insurance · yes · CFP, RRC · 5 ★, 38 reviews

   53/100
10. 10

    IG Private Wealth Management - KAREN ERICKSON, CFP, RRC

    financial planning, investments · yes · yes · CFP, RRC · 5 ★, 1 reviews

    53/100

The criteria

Frequently asked questions

Who is the best financial advisor in Kelowna?

On our public criteria, Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management ranks first in Kelowna, ahead of Gibbings Aylward Group Private Wealth Management and Wellington-Altus Private Wealth - Kelowna. The best choice is the firm whose services fit your situation.

How is this ranking built?

Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).

Can a firm pay to rank higher?

No. No firm pays to be listed or for its position.

Ranking recalculated at each register update. A firm can correct its details from its profile. Our method