THREEBESTRATED KAMLOOPS BC FINANCIAL SERVICES

Best Financial Services in Kamloops, BC

Handpicked Top 3 Financial Services in Kamloops. Our 50-Point Inspection includes everything from checking customer reviews, history, complaints, ratings, satisfaction, trust and cost to the general excellence. You deserve only the best!

DW PAGE WEALTH MANAGEMENT LTD.

Since 1978

Investment, Tax Free Savings Accounts, Retirement Planning, Portfolios, Segregated Funds, Estate Planning & Charitable Giving

Extensive experience in Estate, Retirement & Tax Planning

dwpage.com
david.page@dwpage.com

Monday - Friday 8:30 am - 4:30 pm

If you are looking for an honest, approachable, diligent investment counselor, David Page is an excellent choice. He listens to what you have to say, appreciates your “comfort level” and when you leave you actually understand what he said.
send your review reviews@threebestrated.ca

5 - 685 Tranquille Road, Kamloops, BC V2B 3H7

ERIC DAVIS

Since 1997

Investment, Retirement Planning, Asset Management, Income Protection, Tax Management, Business Succession Planning & Education Funding

Offer complete range of Investment & Wealth Management services

voted Best Financial Advisor by readers of Thompson Life Magazine

advisors.td.com/eric.davis/index.htm

He provide the highest level of service and advice.
send your review reviews@threebestrated.ca

301 Victoria Street, Suite 350, Kamloops, BC V2C 2A3

FRASER FINANCIAL GROUP

Since 1991

Investment, Financial Planning, Retirement Planning, Critical Illness Insurance, Tax & Education Planning

Serve in Vernon, Abbotsford, Kelowna & Surrey Locations

fraserfinancial.com/default.aspx
advice@fraserfinancial.com

No matter what capacity I deal with Fraser Financial, you go over and beyond my expectations which in today's market is of the utmost importance. Thank you for having such a great team and keep up the good work.
send your review reviews@threebestrated.ca

843 Seymour Street, Kamloops, BC V2C 2H6