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BEST RATED » KELOWNA BC » FINANCIAL SERVICES

The Best Financial Services in Kelowna

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

INVESTMENT PLANNING COUNSEL - SCOTT TURNER

1376 Nishi Court, Kelowna, BC V1P 1S2

Since 2002

Investment, Estate Planning, Charitable Giving, Retirement Income Planning, Tax Planning, Succession Planning, Cash & Credit Management

Provides sound advice and a Personal Wealth Management Strategy to guide clients

scott.turner@ipcsecurities.com

cscottturner.com

By Appointment

Scott is a great investment advisor. He is always available and willing to answer your questions and he gets the results you want. He is honest, trustworthy, and a pleasure to work with.
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MOUNTAIN PLANNING GROUP INC.

145 Asher Road, #203, Kelowna, BC V1X 3H5

Since 2000

Investments, Insurance, Group Benefits, Key Man Insurance, Buy/Sell Arrangements & Partners

Get a Free Consultation - Offer solutions to Personal, Corporate and Estate Planning needs and objectives

jeremy@mountainplanning.ca

mountainplanning.ca

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

Jeremy is a trusted professional in his area of expertise. It is easier to sleep at night knowing that he has us well insured.
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SERVISS WEALTH MANAGEMENT

1353 Ellis Street, #103, Kelowna, BC V1Y 1Z9

Since 2006

Wealth Management, Life Insurance, Investment Planning, Estate Planning, Tax Planning, Charitable Giving, Registered Education Savings, Risk Management, Family Office Services & Succession Planning

Produce a Personal Financial Dashboard for their clients - Provides clients with a simple process to Wealth Accumulation, Preservation, and Generational Transfer of Assets

info@servisswealth.com

servisswealth.com

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

We have thoroughly enjoyed working with Dustin and his team at Serviss Wealth Management and appreciate his professional integrity, honesty and level of commitment to his clients. We recommend him without hesitation to our friends, family and professional contacts. He goes the extra mile to understand us as people.
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