BEST RATED » KELOWNA BC » FINANCIAL SERVICES

Best Financial Services in Kelowna

Expert recommended Top 3 Financial Services in Kelowna, BC. All of our financial services face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

BENEWEALTH STRATEGIES INC.

1658 Com­merce Av­enue, Suite 203, Kelowna, BC V1X 8A9 Directions

Since 2006

Benewealth Strategies Inc. specializes in providing exclusive guidance to high net-worth clients, professionals and business owners. Daniel Bussiere, Dustin Noble and Stefano Pannu are principals of Benewealth Strategies Inc. The team has experts and offers objective financial advice and support to stick to your plan. They believe in getting to know you and providing expert advice and custom solutions, not questionnaires that spit out general plans. They have no sales targets and no mystery fees. Their employees all work on salary, not for commission. Benewealth Strategies Inc.'s goal is to protect your wealth so you can enjoy it, share it, and leave the stress of it to them.

Tax Efficiency and Wealth Transfer, Business Purchase and Corporate Structures, Wealth Management, Employee Benefits, Estate and Retirement Planning, Asset Transfers, Investment & Insurance

[email protected]

benewealth.com

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

SERVISS WEALTH MANAGEMENT

1605 Pandosy Street, Kelowna, BC V1Y 1P6 Directions

Since 2006

Serviss Wealth Management provides innovative financial and business advice you can trust to suit your unique life stage and lifestyle. Dustin Serviss is a certified financial planner, chartered life underwriter, certified health speacialist and chartered investment manager at Serviss Wealth Management. Their expert team focuses on integrating your insurance, investments, and business to cover all the bases. They help companies create a solid growth foundation while supporting the requirements of their clients. Their clients find great satisfaction after going through their dashboard process. Serviss Wealth Management takes your relationship with your money to a new level.

Risk, Wealth and Investment Management, Charitable Giving, Registered Education Savings, Retirement Income Strategy, Personal and Corporate Accountants, Term Life Insurance, Business Advisory, Financial, Legacy, Tax, Succession & Estate Planning

[email protected]

servisswealth.com

Reviews

Mon - Fri 9:00 am - 4:00 pm
Sat & Sun Closed

TBR® Inspection Report

BAY & ASSOCIATES

1631 Dickson Avenue, Suite 600, Kelowna, BC V1Y 0B5 Directions

Since 2001

Bay & Associates has provided comprehensive and personalized financial planning expertise for professional clients since 2001. Their team of Certified Financial Planners builds strategic solutions for you and your family. They understand the unique challenges and objectives of their clients and find answers to meet their unique financial position. Their team empowers the clients by educating them on the essential aspects of their economic well-being during their professional relationship. Bay & Associates provides immense value, so you have more time to enjoy your life with the peace of mind that your financial affairs are in good hands. They provide comprehensive wealth management solutions based on what’s right for your unique needs, and they’ll tailor an approach specific to managing your wealth and achieving your goals. The company offers a free initial consultation for ThreeBestRated Customers.

Retirement Planning, Tax, Investment Management, Insurance Planning, Business Succession, Charitable Giving & Estate Planning

[email protected]

bayandassociates.ca

Reviews

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

TBR® Inspection Report