BEST RATED » KELOWNA BC » FINANCIAL SERVICES

3 Best Financial Services in Kelowna, BC

Expert recommended Top 3 Financial Services in Kelowna, BC. All of our financial services actually 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

Here’s The Deal:
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. Their advisors have been managing client's wealth for a combined 30 years. Their 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. Contact them to book an appointment.

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

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[email protected]

benewealth.com

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

TBR® Inspection Report:

SERVISS WEALTH MANAGEMENT

1605 Pandosy Street, Kelowna, BC V1Y 1P6 Directions

Since 2006

Here’s The Deal:
Serviss Wealth Management is one of the largest independent financial planning firms located in Kelowna, BC. They provide 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 specialist 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. They have the expertise to help you create a plan that addresses all of your concerns. Their clients find great satisfaction after going through their dashboard process. Serviss Wealth Management takes your relationship with your money to a new level.

SPECIALTY:
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

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servisswealth.com

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

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MOUNTAIN PLANNING GROUP INC.

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

Since 2000

Here’s The Deal:
Mountain Planning Group Inc. is a private Wealth Management and Insurance Firm located in Kelowna, BC. They believe that full disclosure from both parties allows for unrestricted growth in developing your future. Mountain Planning Group Inc. address your goals and offer solutions to your personal, corporate, and estate planning needs and objectives. They carefully craft your planning to fulfill your dreams, both short and long-term. A Group Retirement plan offers both the employer and employee the confidence and peace of mind to know that there will be a retirement fund in place for the future. They agree to a set schedule to monitor and re-evaluate as needs change.

SPECIALTY:
Investments, Insurance, Group Benefits, Key Man Insurance, RRSP Format, Annuities, Buy/Sell Arrangements & Partners

[email protected]

mountainplanning.ca

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

TBR® Inspection Report: