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Canada › Penticton

The 10 best financial advisors in Penticton in 2026

Ranking of October 2026, built on 15 firms with public criteria. No firm pays for its position.

  1. 1

    Debbie Clark

    investments · team website · 1 advisors · QAFP, CEA

    34/100
  2. 2

    Angela Jorgensen

    investments · team website · 4 advisors

    26/100
  3. 3

    Graham Lyle

    investments · team website · 6 advisors

    26/100
  4. 4

    Nadine Thornton

    investments · team website · 6 advisors

    26/100
  5. 5

    Chris Hawkins

    investments · team website · 3 advisors

    25/100
  6. 6

    Leonard Cardiff

    investments · team website · 3 advisors

    25/100
  7. 7

    Michelle Weisheit

    investments · team website · 2 advisors

    22/100
  8. 8

    Jared D Kubbernus

    investments · team website · 1 advisors

    19/100
  9. 9

    Jesse E Johnson

    investments · team website · 1 advisors

    19/100
  10. 10

    Justin White

    investments · team website · 1 advisors

    19/100

The criteria

CriterionPointsSource
Disciplines shown20Firm website or network locator
Registration shown on its own website10Firm website
Independent firm10Advisor Index
Team size10Network locator
Years in business (stated on its website)10Firm website
Professional designations shown on its website15Firm website (source sentence kept)
Google reviews15Google Maps listing
Named by AI assistants10Advisor Index AI barometer

Frequently asked questions

Who is the best financial advisor in Penticton?

On our public criteria, Debbie Clark ranks first in Penticton, ahead of Angela Jorgensen and Graham Lyle. 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

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