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Investment Services in Kelowna

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Our Firm​ ​ At Lazare Financial Services we take pride in providing professional investment and risk management solutions to our clients. Our approach is simple yet comprehensive - by understanding that the needs and situations of each ... Read more
1726 Dolphin Ave #702, Kelowna, BC
2045 Enterprise Way #100, Kelowna, BC
Our advisors take a complete look at your life for a more complete financial strategy including investments, insurance, estate and trust planning and banking services.
For over 100 years, our expertise, reputation and personalized approach to wealth management and investment portfolios have created lasting relationships with clients like you. Read more
2070 Harvey Ave #7, Kelowna, BC
You might think that what we offer at Edward Jones can be found at any other investment firm. But we like to believe that everything from our principles to our history makes us different from ... Read more
You might think that what we offer at Edward Jones can be found at any other investment firm. But we like to believe that everything from our principles to our history makes us different from ... Read more
You might think that what we offer at Edward Jones can be found at any other investment firm. But we like to believe that everything from our principles to our history makes us different from ... Read more
You might think that what we offer at Edward Jones can be found at any other investment firm. But we like to believe that everything from our principles to our history makes us different from ... Read more
Credential Securities Inc. is the Canadian credit union system's preferred full-service investment dealer, with $2.2 billion in assets under administration as at Jan 31, 2004. Established in 1995, we have Investment Advisors ... Read more
It takes planning to ensure your dreams come true. Your Clarica advisor will listen to you, understand your financial needs, and then offer clear financial options based on your goals and objectives. Together, you'll ... Read more