3 Best Financial Services in Kelowna

“Karen Erickson and Kayla Caruana-IG Private Wealth Management offers a sophisticated and detailed approach to managing your wealth by creating tailored strategies with tax-efficient planning. They are a mother-daughter CERTIFIED FINANCIAL PLANNING® (CFP) professional team. Their practice focuses on developing tailored solutions and serving the 50+ market and business executives. They are all about building exceptional relationships. Their mission is to assist clients in preserving capital, reducing taxes, and increasing their net worth by providing a comprehensive written financial plan with regular updates and complete transparency. They pride themselves on keeping clients informed of market opportunities. They proactively adjust your plan as opportunities are identified and deliver tax-efficient strategies across all aspects, creating peace of mind and improved financial well-being. Their team has the expertise and experience to address client's most complex and evolving needs. With an enhanced collaborative approach, they provide you with local attention and national support.”

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“Matte & Associates Financial Solutions president of the firm is Maurice Matte. With over 20 years of experience, Matte & Associates can provide solutions and advice to individuals and families, corporations, charities, and non-profits. They seek meaningful, authentic, long-term client relationships and achieve them by listening to and understanding their clients' financial needs and objectives. These values can only be realized after spending time together in person or in conversation. Their clients share personal and financial information to create a sound, long-term plan tailored to their preferences, concerns, and particular needs. Their goal as advisors is to keep their clients informed and feeling secure about their finances. They want to hear about their clients' hopes and dreams and, over time, work with them to turn those desires into reality. They pride themselves on maintaining the highest standard of client service and satisfaction. Their business has grown because clients regularly refer family, friends, neighbours, and business colleagues. Referrals are the highest compliment, and their client's success is theirs.”

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“Benewealth Strategies Inc. goal is to preserve your wealth so you can enjoy it, share it, and, most importantly, leave the stress of managing it to them. They believe in getting to know you and providing expert advice and custom solutions, not questionnaires that generate generic plans. They have no sales targets and no hidden fees. Their employees all work on salary, not commission. They believe in the value of what they do, making their fees transparent and easy to understand. Like a family, they choose each other to build long and successful relationships with their clients. They work closely with clients to provide comprehensive wealth and benefits management, emphasizing service and attention to detail. As a cohesive team, they are available for you to call anytime. Their office is in Kelowna, and they serve clients across BC, Alberta and Saskatchewan.”

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