Financial Planners Near Me in West Kelowna, BC

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Julie Friberg - TD Financial Planner

(250)448-4108 verified
525 Highway 97 S Suite 800
West Kelowna BC, V1Z 4C9
financial planners
4 hours and 20 minutes by plane • 1885.84 mi
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered...read more
updated 20 hours ago
Call (250)448-4108  Verified

IPC Investment Corp

business phone
364-2300 Carrington Rd
West Kelowna BC, V4T 2N6
financial planners
4 hours and 20 minutes by plane • 1889.16 mi
updated 4 years ago
Call (250)707-5249  Verified
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Jamie Brooks - TD Financial Planner

(250)769-8120 verified
501 2330 Highway 97
West Kelowna BC, V4T 2P3
financial planners
4 hours and 20 minutes by plane • 1889.28 mi
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be long...read more
updated 3 weeks ago
Call (250)769-8120  Verified

SH Financial Solutions

business phone
Unit 1, 2009 Enterprise Way
Kelowna BC, V1Y 8G6
financial planners
4 hours and 13 minutes by plane • 1839.33 mi
I do three things: Investments, Insurance and Strategies – growing, protecting and transferring wealth as tax efficiently as possible. My reputation in the industry is a hard-working, sincere, and co...read more
updated a year ago
Call (250)860-3303  Verified
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Vaibhav Sood - TD Financial Planner

(250)717-2712 verified
301 Highway 33 West Unit 47
Kelowna BC, V1X 1X8
financial planners
4 hours and 19 minutes by plane • 1879.38 mi
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be long...read more
updated a day ago
Call (250)717-2712  Verified

Bay & Associates

business phone
600-1631 Dickson Ave Floor 6
Kelowna BC, V1Y 0B5
financial planners
4 hours and 19 minutes by plane • 1882.49 mi
updated 2 years ago
Call (250)980-0041  Verified

Mike Wright & Associates Inc.

business phone
1080 Harvey Avenue
Kelowna BC, V1Y 8S4
financial planners
4 hours and 19 minutes by plane • 1883.24 mi
Mike Wright & Associates Inc. | DebtFreeBC.ca is a family-business owned and operated by Mike Wright, CPA, CA, CIRP, LIT with offices in Kelowna, Kamloops, and Vancouver, British Columbia. Mike Wright...read more
updated 4 months ago
Call (877)283-7160  Verified

Edward Jones - Financial Advisor: Erin Armstrong

business phone
1708 Dolphin Ave Suite 810
Kelowna BC, V1Y 9S4
financial plannersfinancial consultants
4 hours and 19 minutes by plane • 1882.41 mi
Call (250)979-7287  Verified

Freedom 55 Financial

business phone
406-1708 Dolphin Ave
Kelowna BC, V1Y 9S4
financial planners
4 hours and 19 minutes by plane • 1882.41 mi
updated a year ago
Call (250)763-1114  Verified

C & R Financial Group

business phone
212-1708 Dolphin Ave
Kelowna BC, V1Y 9S4
financial planners
4 hours and 19 minutes by plane • 1882.41 mi
updated 4 years ago
Call (250)718-7232  Verified
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