FINANCIAL PLANNING | FIRMS
in Kelowna Area  

Investment Planning Counsel logo

INVESTMENT PLANNING COUNSEL

3017 Tutt St KelownaBC
T: 250-861-4481   
LISTED IN: Financial Planning
Financial solutions for life.
Investors Group logo

INVESTORS GROUP

1890 Cooper Rd #3 KelownaBC
T: 250-762-3329   
LISTED IN: Financial Planning
At Investors Group we are committed to building personalised solutions on an individual basis.
Primerica Financial Services logo

PRIMERICA FINANCIAL SERVICES

145 Asher Rd #205 KelownaBC
T: 250-491-0674   
LISTED IN: Financial Planning
Providing solutions.
Assante Wealth Management logo

ASSANTE WEALTH MANAGEMENT

1441 Ellis St #101 KelownaBC
T: 250-762-2112   
LISTED IN: Financial Planning
Be well-advised.
Investment Planning Counsel logo

INVESTMENT PLANNING COUNSEL

1715 Dickson Ave #260 KelownaBC
T: 250-861-7734   
LISTED IN: Financial Planning
Financial solutions for life.
Berkshire Group logo

BERKSHIRE GROUP

1664 Richter St #105 KelownaBC
T: 250-717-3300   
LISTED IN: Financial Planning
Our approach is one of long-term commitment to our clients.
Primerica Financial Services logo

PRIMERICA FINANCIAL SERVICES

1511 Sutherland Ave ,  209KelownaBC
T: 250 861 1465   
LISTED IN: Financial Planning
Providing solutions in three areas Protecting Families with Term Insurance, Optimizing and Eliminating Debt and Building Savings with Mutual Funds
Assante Wealth Management logo

ASSANTE WEALTH MANAGEMENT

1302 St. Paul St KelownaBC
T: 250-861-1302   
LISTED IN: Financial Planning
Be well-advised.
Freedom 55 Financial logo

FREEDOM 55 FINANCIAL

1634 Harvey Ave #300 KelownaBC
T: 250-763-1114   
LISTED IN: Financial Planning
A division of London Life Insurance Company.
Primerica Financial Services logo

PRIMERICA FINANCIAL SERVICES

1511 Sutherland Ave ,  209KelownaBC
T: 250 861 1465   
LISTED IN: Financial Planning
Providing solutions.
Clark, Roland logo

CLARK, ROLAND

1708 Dolphin Ave #406 KelownaBC
T: 250-860-4211   
LISTED IN: Financial Planning
C & R Financial Group logo

C & R FINANCIAL GROUP

1708 Dolphin Ave #701 KelownaBC
T: 250-717-1346   
LISTED IN: Financial Planning
Olafson Financial Svc logo

OLAFSON FINANCIAL SVC

1726 Dolphin Ave #505 KelownaBC
T: 250-868-8866   
LISTED IN: Financial Planning
Reid & Assoc Financial logo

REID & ASSOC FINANCIAL

1449 St. Paul St #101 KelownaBC
T: 250-860-6464   
LISTED IN: Financial Planning
M Financial Management logo

M FINANCIAL MANAGEMENT

1433 St. Paul St #207 KelownaBC
T: 250-862-8448   
LISTED IN: Financial Planning
Moffat & Assoc logo

MOFFAT & ASSOC

515 Highway 97 S #202 KelownaBC
T: 250-769-4478   
LISTED IN: Financial Planning
ALL A B C D F G I K L M N O P R S T W
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