3 Best Financial Services in Kamloops, BC

“Goddyn & Associates Financial Services Inc. is a locally owned and operated firm. They are experienced, dedicated, and passionate about what they do and the families they assist in their continued financial security. Led by experienced financial advisor Stacey Vair. She is a proud partner and Wealth Strategist at Goddyn & Associates Financial Services Inc. She strives to build on their current financial knowledge and together create a wealth strategy that is simple to do and yields the desired results. Goddyn & Associates Financial Services Inc. team is dedicated to helping you achieve long-term financial stability and peace of mind. The firm helps individuals, families, and business owners by providing strategic advice tailored to their needs. Evening and weekend appointments are available by request. You can contact them to book an appointment for a consultation.”

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“2025 Update: Wealthy Roots Financial is a company built on the foundation of caring. 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 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 are all about making a holistic approach when it comes to your personal finances and insurance needs. They believe in making investing and obtaining insurance coverage simple and convenient for their clients.”

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