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BEST RATED KAMLOOPS, BC FINANCIAL SERVICES

3 Best Financial Services in Kamloops, BC

Expert-recommended Top 3 Financial Services in Kamloops, BC. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Kelsey Boudreau - Kamloops, BC Financial Services - Portrait
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KELSEY BOUDREAU

(4.8 Score)
BOUDREAU & ASSOCIATES 121 5th Avenue, Suite 301,
Kamloops, BC V2C 0M1 Directions

Since 2016

Specialty:

✓Financial Planning ✓Investment Planning ✓Retirement Planning ✓Tax Planning ✓Estate Planning ✓Wealth Management ✓Lifestyle and Asset Protection ✓Insurance Planning ✓Cash and Liquidity Management ✓Business Succession Planning ✓Business Owner Financial Planning ✓Intergenerational Wealth Transfer ✓Charitable Giving ✓Retirement Income Planning ✓Tax-efficient Investment Strategies

“2026 Highlights: Kelsey Boudreau has earned her Certified Financial Planner (CFP®) designation and is a Registered Retirement Counsellor (RRC), equipping her with the technical expertise and strategic insight needed to guide clients through every stage of their financial journey. Kelsey and her team take a deeply personalized, holistic approach to wealth management, developing tailored strategies that address retirement planning, tax efficiency, estate planning, and wealth preservation. Her mission is to help clients realize their goals and live with financial clarity and confidence.”

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Contact:

(250) 372-0380

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Wealthy Roots Financial - Kamloops, BC Financial Services - Portrait
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WEALTHY ROOTS FINANCIAL

(4.8 Score)
500 Victoria Street,
Kamloops, BC V2C 2B2 Directions

Since 2019

Specialty:

✓Financial Planning ✓Investment Management ✓Investment Portfolio Monitoring ✓Retirement Planning ✓Retirement Income Planning ✓Estate Planning ✓Estate Transition Planning ✓Tax-efficient Estate Strategies ✓Life Insurance ✓Mortgage Insurance ✓Critical Illness Insurance ✓Disability Coverage ✓Health and Dental Plans ✓Travel Insurance ✓Group Benefits ✓Group Savings Plans ✓TFSA Planning ✓RRSP Planning ✓RRIF Planning ✓Non-registered Investments ✓Pension Planning ✓Wealth Preservation

"Wealthy Roots Financial is built on a foundation of care. Shelby and Sandy are true Kamloopsians who have planted their roots and look forward to growing here. Shelby is a third-generation financial advisor, following in the footsteps of her mother, Sandy, and Her Aunt, Peggy. She is also a Certified Financial Planner. She has achieved her Chartered Life Underwriter designation, Certified Health Specialist, Certified Executor Advisor, and Certified Professional Consultant on Aging. The team's number one goal is to deliver excellent service, all the while building lasting relationships with their clients. They take a holistic approach to your personal finances and insurance needs. They believe in making investing and obtaining insurance coverage simple and convenient for their clients.

2026 Highlights: Wealthy Roots Financial team believes in work-life balance, so they like to offer flexible meeting spots."

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License #720263318

Contact:

(250) 828-2800

Mon-Fri: 8am - 4:30pm
Sat & Sun: Closed

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Generation Private Wealth-Harbourfront Wealth Management - Kamloops, BC Financial Services - Portrait
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GENERATION PRIVATE WEALTH-HARBOURFRONT WEALTH MANAGEMENT

(4.8 Score)
1211 Summit Drive, #207,
Kamloops, BC V2C 5R9 Directions

Since 1994

Specialty:

✓Financial Planning ✓Wealth Management ✓Investment Management ✓Retirement Planning ✓Retirement Income Planning ✓Estate Planning ✓Tax Planning ✓Wealth Transfer Planning ✓Charitable Giving ✓Risk Management ✓Insurance Planning ✓Business Owner Financial Planning ✓Business Sale Planning ✓Registered Retirement Savings Plans (RRSP) ✓Registered Retirement Income Funds (RRIF) ✓Locked-in Retirement Accounts (LIRA)

“2026 Highlights: Generation Private Wealth-Harbourfront Wealth Management provides structured, long-term guidance designed to preserve capital, support life transitions, and protect wealth across generations. Their work is grounded in disciplined investment strategy, thoughtful planning, and deep experience across complex financial situations. Generation Private Wealth-Harbourfront Wealth Management builds a portfolio that matters most to you and manages it with care and precision to help optimize your wealth and protect your future.”

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License #722944493

Contact:

(250) 372-3736 (877) 922-2688

Mon-Thu: 8am - 4:30pm
Fri: 8am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

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KELSEY BOUDREAU - BOUDREAU & ASSOCIATES REVIEWS

I can’t say enough good things about working with Kelsey. Even before I officially became a client, she always made time to offer thoughtful advice and listen. She’s genuine, approachable, and incredibly knowledgeable - someone you instantly trust to guide you through complex financial decisions. It’s rare to find someone who combines deep technical expertise with such a personal, caring approach. Kelsey is that person. I have so much respect for her professionalism, her integrity, and the way she helps clients feel clear and confident about their financial future.

We are very pleased with the services provide by IG Wealth and our Financial Advisor Kelsey Boudreau. She and her team have looked after us for many years now and have always been on top of our financial picture and offered excellent advice.

Enjoy meeting with Kelsey every year. Always keeps us informed. Her services, along with her assistant’s, always make us feel part of the family . Thank you for the personal touch.

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WEALTHY ROOTS FINANCIAL REVIEWS

We were with two of the largest investment firms in Canada for several years, and had minimal service or results from our investments. In the first year with Wealthy Roots we've had more contact, meetings, recommended actions and investment growth than we saw in several years with the big firms. It's nice to not only be acknowledged, but also have results! Shelby and Sandy are lovely to work with, and are loaded with information and advice that is not focused on what's in it for them on investments, insurance and much more.

I highly recommend Wealthy Roots. They have given me peace of mind knowing that they are on top of things. Any requests or inquiries are handled in a timely manner. Sandy and Shelby have managed my financial portfolio successfully for close to 5 years. The service they provide is exceptional.

Shelby and Sandy are the best. They are super knowledgable and helpful with any questions or concerns. They truly care for their customers.

GENERATION PRIVATE WEALTH-HARBOURFRONT WEALTH MANAGEMENT REVIEWS

Mark Bertolli has been my financial adviser for many years and has always given me clear guidance and suggestions regarding estate planning. Our last phone call was brief but very informative. It’s always a pleasure to chat with Mark and I feel that he has our family’s best interests as his primary focus when giving advice.

We have been clients of Mark for the past six years and thoroughly enjoy our visits. Mark is very straight forward, honest and one that holds our interests equally to that of other clients. We highly recommend others to contact Abbott Wealth Management for all of their financial needs. Thank you.

Excellent meeting , they were very well prepared with several options for which way we should proceed with our investments . Feel very well taken care of and in capable hands going forward.

TBR® Inspection Score Report

KELSEY BOUDREAU - BOUDREAU & ASSOCIATES Total Inspection Points: 116/120
Acknowledgments: 8
Complete Info: 9
Current Evaluation: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

WEALTHY ROOTS FINANCIAL Total Inspection Points: 115/120
Complete Info: 8
Experience: 8
Current Evaluation: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

GENERATION PRIVATE WEALTH-HARBOURFRONT WEALTH MANAGEMENT Total Inspection Points: 114/120
Acknowledgments: 8
Current Evaluation: 8
Complete Info: 9
Reviews Study: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Source: 10

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