Financial Consultants in Kelowna, BC
Find Financial Consultants in Kelowna, BC. Listings include Jason Blucke CFP, CIM, BBA - IG Wealth Management, NextGen Wealth & Insurance, Sycamore Financial Consulting, Bay & Associates - IG Private Wealth Management, 2050 Investment Advisory Group at RJL and AccelEra Group. Click on each in the list below the map for more information.
1729 Dolphin Avenue, Suite 500
Kelowna, V1Y9R9
Russo Wealth Management of Raymond James Ltd.
A
Jason Blucke CFP, CIM, BBA - IG Wealth Management Landmark 6, 6th Floor, 1631 Dickson Avenue
Kelowna, V1Y0B5
Senior Wealth Advisor Personalized financial planning for high-net-worth families in BC & Alberta IG Wealth Management Inc.
B
NextGen Wealth & Insurance Kelowna
Financial Advisor and Independent Life Insurance Broker. Helping individuals and families.
C
Sycamore Financial Consulting Kelowna, V1X1V5
Sycamore is a full cycle accounting firm providing the highest quality of service throughout Canada.
D
Bay & Associates - IG Private Wealth Management Landmark 6, 1631 Dickson Avenue Floor 6
Kelowna, V1Y05B
Bay & Associates provides comprehensive financial planning expertise for clients in BC, AB, SK, and ON. IG Wealth Management Inc., Mutual Fund Division
E
2050 Investment Advisory Group at RJL Suite 1000 – 1499 Street Paul St
Kelowna, V1Y0L9
2050 Investment Advisory Group-Raymond James Ltd., consists of Francis Cheng and Adam Mitchell.
G
Duane Runzer, CFP - IG Wealth Management 600-1631 Dickson Avenue
Kelowna, V1Y0B5
Duane Runzer, BBA, CFP, RRC Senior Wealth Advisor IG Wealth Management Inc.
H
MBA Chartered Professional Accountants 206-1353 Ellis Street
Kelowna, V1Y1Z9
MBA is Kelowna, BC's, premier client-first accounting firm, serving entrepreneurs and business owners. MBA provides its clients with trusted, expert guidance, unlimited access to highly-skilled professionals and tailored financial solutions.
I
Travis Forman 1474 Rocky Point Drive
Kelowna, V1V3E2
Travis Forman has been helping Canadians make the most of their investments for over 20 years. He specializes in Private Investments, and takes an education-first approach with his clients. His mantra? Due diligence, due diligence, due diligence.
J
David Russell, Senior Investment Advisor and Financial Planner 1875 Dilworth Drive
Kelowna, V1Y9T1
K
John Lobban Inc. 107 1664 RICHTER Street
Kelowna, V1Y8N3
As a licensed financial advisor, I’m focused on the needs, goals, and objectives of individuals, f