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1 Nicola Wealth Management

520-1632 Dickson Ave, Kelowna, BC V1Y 7T2 Get directions
We provide comprehensive advice to affluent families, foundations, and institutions across Canada.
Financial Planning Consultants

DKL Financial Services Inc

216-3477 Lakeshore Rd, Kelowna, BC V1W 0A7 Get directions
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Financial Planning Consultants
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Conseillers en placements near Kelowna BC: 108 of 358 result(s)

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Mountain Planning Group Inc

At Mountain Planning Group Inc, we help clients achieve their goals in each stage of life. Located in Kelowna, we provide a wide range of services for individuals and business. Our... more... See more text
Financial Planning Consultants
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VantageOne Credit Union

64-5500 Clements Cres, Peachland, BC V0H 1X5 Get directions
Financial Planning Consultants, Credit Unions
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Ken Baker - TD Financial Planner

9890 Main St, Lake Country, BC V4V 2T1 Get directions
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered more... See more text
Financial Planning Consultants

Edward Jones - Financial Advisor: Shayn Moritz, CFP®

5860 B Beach Avenue, Peachland, BC V0H 1X7 Get directions
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-s... more... See more text
Investment Advisory Services
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Edward Jones - Financial Advisor: Chantelle G Meriam, CFP®|CIM®|FCSI®

5-13604 Victoria Road North, Summerland, BC V0H 1Z5 Get directions
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-s... more... See more text
Investment Advisory Services
Closed now 

Edward Jones - Financial Advisor: Timothy S Broesch

9919 Main Street, Summerland, BC V0H 1Z0 Get directions
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-s... more... See more text
Investment Advisory Services
Closed now 

Edward Jones - Financial Advisor: Justin White

159 Wade Avenue East, Penticton, BC V2A 8B6 Get directions
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-s... more... See more text
Investment Advisory Services
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