BEST RATED » KELOWNA BC » FINANCIAL SERVICES

The Best Financial Services in Kelowna

Handpicked Top 3 Financial Services in Kelowna, BC. They 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

Since 2006

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

Provides exclusive specializes advice to high net-worth clients, business owners and professionals ● With expert guidance from one of their independent benefits consultants ● They believe in getting to know you, and giving expert advice and custom solutions

letstalk@benewealth.com

benewealth.com

Reviews

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

TBR® Inspection Report

JASON BLUCKE

1631 Dickson Avenue, Landmark 6, Floor 6, Kelowna, BC V1Y 0B5

Since 2008

IG WEALTH MANAGEMENT - Retirement, Financial and Estate Planning, Wealth Protection, Cash Flow and Investment Management, Life and Living Insurance, Business Group Benefits & Tax strategies

They take a long-term approach to planning ● Focuses on business succession and corporate planning ● You will have confidence and an understanding of where your investment portfolio and financial plan ● They will have access to the largest premier insurance solutions and the top investment solutions available

Send Email

advisor.investorsgroup.co...

Reviews

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

TBR® Inspection Report

SERVISS WEALTH MANAGEMENT

1605 Pandosy Street, Kelowna, BC V1Y 1P6

Since 2006

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

Provides innovative financial and business advice you can trust to suit your unique life stage and lifestyle ● Their expert team focuses on integrating your insurance, your investments and your business to cover all the bases ● They help companies create a solid growth foundation while supporting the requirements of their clients

Top 10 Wealth Builder Award - Top 3 Micro Businesses in Kelowna

info@servisswealth.com

servisswealth.com

Reviews

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

TBR® Inspection Report