Financial Advisors / Planning
Visit these fine Kelowna and area businesses if you are seeking financial planning services and advice from our expert financial advisors.
View our Bank / Credit Union Directory to locate the banking institution in your vicinity.
For other financial needs please visit our Insurance Brokers Page for comprehensive listings.
(250) 766-3504 301-3570 Woodsdale Rd
,
Lake Country,
British Columbia
V4V 1Y9
(250) 860-5882 102-1924 Ambrosi Rd
,
Kelowna,
BC
V1Y 4R9
(250) 503-7456 Box 175
,
Vernon,
British Columbia
V1T 6M2
(250) 763-8753 2219 Lillooet Crescent
,
Kelowna,
B.C.
V1V 1W3
(250) 764-7418 626 Welke Road
,
Kelowna,
B.C.
V1W 1A7
(250) 979-4357 260-1855 Kirschner Rd
,
Kelowna,
British Columbia
V1Y 4N7
(250) 979-1011 294 Bernard Ave
,
Kelowna,
British Columbia
V1Y 6N4
(250) 717-2123 1484 Water St
,
Kelowna,
British Columbia
V1Y 1J5
(250) 663-2609 600 - 1620 Dickson Ave
,
Kelowna,
B.C.
V1Y 9Y2
(250) 717-1346 212-1708 Dolphin Avenue
,
Kelowna,
B.C.
V1Y 9S4
(250) 860-8441 100-430 Banks Rd
,
Kelowna,
British Columbia
V1X 6A3
(250) 712-1100 602-1708 Dolphin Avenue
,
Kelowna,
B.C.
V1Y 9S4
(250) 869-3825 204-1835 Gordon Dr
,
Kelowna,
British Columbia
V1Y 3H5
(250) 863-7393 116-565 Bernard Ave
,
Kelowna,
B.C.
V1Y 8R4
(250) 860-6403 2139 Springfield Rd
,
Kelowna,
British Columbia
V1Y 7X1
(250) 860-4626 #201-1110 Harvey Ave
,
Kelowna,
B.C.
V1Y 6E7
(250) 862-8966 3885 Gallaghers Grange
,
Kelowna,
British Columbia
V1W 3Z9
(250) 869-8334 203-678 Bernard Avenue
,
Kelowna,
B.C.
V1Y 6P3
1 888 527-8999 230-1855 Kirschner Rd
,
Kelowna,
British Columbia
V1Y 4N7
Offers confidential credit counselling, debt repayment & consolidation programs, & personal budget planning. Counselling appointments are in-person or by phone & are free, non-judgemental & solution-focused. Nominal sliding fee scale for debt repayment programs. Educational workshops & presentations available on credit, debt & money management. 8 offices in Western Canada. Call to book an appointment or visit online NoMoreDebts.org.
(250) 718-3684 347 Leon Ave
,
Kelowna,
British Columbia
V1Y 8C7
(250) 764-5433 439 Curlew Dr
,
Kelowna,
British Columbia
V1W 4L2
(250) 763-4284 202-3295 Lakeshore Rd
,
Kelowna,
British Columbia
V1W 3S9
(250) 868-2345 283 Clifton Road North
,
Kelowna,
B.C.
V1V 1N3
(250) 712-0508 2618 Pandosy St
,
Kelowna,
British Columbia
V1Y 1V6
(250) 868-8858 515 Harvey Ave
,
Kelowna,
British Columbia
V1Y 6C7
(250) 868-0923 117-2901 Abbott Street
,
Kelowna,
B.C.
V1Y 1G7
(250) 763-3550 201-1180 Sunset Dr
,
Kelowna,
British Columbia
V1Y 9W6
(250) 765-2320 748 Lone Pine Drive
,
Kelowna,
B.C.
V1P 1A1
(250) 717-1631 212-1708 Dolphin Avenue
,
Kelowna,
B.C.
V1Y 9S4
(250) 861-3200 704-1708 Dolphin Avenue
,
Kelowna,
B.C.
V1Y 9S4
(250) 763-1114 300-1634 Harvey Avenue
,
Kelowna,
B.C.
V1Y 6G2
(250) 979-7429 3444 Casorso Rd
,
Kelowna,
British Columbia
V1W 3J1
(250) 712-2218 406-1708 Dolphin Ave
,
Kelowna,
British Columbia
V1Y 9S4
(250) 861-4481 3017 Tutt St
,
Kelowna,
BC
V1Y 2H4
(250) 763-3343 1674 Bertram St
,
Kelowna,
British Columbia
V1Y 9G4
(250) 763-5515 200-1633 Ellis St
,
Kelowna,
British Columbia
V1Y 2A8
(250) 762-4100 101-1433 St. Paul Street
,
Kelowna,
B.C.
V1Y 2E4
(250) 861-6562 Box 2609 Station Rd
,
Kelowna,
British Columbia
V1X 6A7
(250) 717-1135 1143 Sutherland Ave
,
Kelowna,
British Columbia
(250) 869-8200 300-678 Bernard Avenue
,
Kelowna,
B.C.
V1Y 6P3
(250) 860-7400 2071 Harvey Avenue
,
Kelowna,
B.C.
V1Y 8M1
(250) 762-2262 385 Glenmore Road
,
Kelowna,
B.C.
V1V 2H3
(250) 766-3663 30-9522 Main Street
,
Winfield,
B.C.
V4V 2L9
(250) 765-0905 1290 Gibson Rd
,
Kelowna,
British Columbia
V1P 1B7
(250) 861-4481 3017 Tutt Street
,
Kelowna,
B.C.
V1Y 2H4
(250) 762-3329 3-1890 Cooper Rd
,
Kelowna,
British Columbia
V1Y 8B7
(250) 762-3329 1628 Dickson Avenue
,
Kelowna,
B.C.
V1Y 9X1
(250) 707-3265 102-3500 Carrington Road
,
Westbank,
B.C.
V4T 3C1
(250) 860-9431 202-1889 Springfield Road
,
Kelowna,
B.C.
V1Y 5V5
(250) 763-4199 1090 Nechako Court
,
Kelowna,
British Columbia
V1V 2N9
(250) 763-4750
Kelowna,
BC
(250) 768-0644 3670 Hoskins Rd
,
Westbank,
British Columbia
V4T 1P7
(250) 868-1090 102-347 Leon Avenue
,
Kelowna,
B.C.
V1Y 8C7
(250) 979-7150 300-1674 Bertram St
,
Kelowna,
British Columbia
V1Y 9G4
(250) 717-8444 203-1470 Paul St
,
Kelowna,
British Columbia
V1Y 2E6
(250) 862-8050 200-1789 Harvey Avenue
,
Kelowna,
B.C.
V1Y 6G4
(250) 763-5021 500-1620 Dickson Ave
,
Kelowna,
British Columbia
V1Y 9Y2
(250) 717-8750 340 Spedding Court
,
Kelowna,
B.C.
V1X 7K9
(250) 763-8911 600-1628 Dickson Ave
,
Kelowna,
British Columbia
V1Y 9X1
(250) 860-1733 712 Bernard Ave
,
Kelowna,
British Columbia
V1Y 6P5
(250) 717-5626 11B-565 Bernard Ave
,
Kelowna,
British Columbia
V1Y 8R2
(250) 861-3275 251B Harvey Ave
,
Kelowna,
British Columbia
V1Y 6C2
(250) 979-0342 2371 Silver Place
,
Kelowna,
British Columbia
V1V 1M9
(250) 861-8755 8-2070 Harvey Avenue
,
Kelowna,
B.C.
V1Y 8P8
(250) 763-9757 520–1632 Dickson Ave
,
Kelowna,
British Columbia
V1Y 7T2
(250) 861-5700 4-1890 Cooper Rd
,
Kelowna,
British Columbia
V1Y 8B7
(250) 763-7316 #115 - 1940 Kane Rd
,
Kelowna,
B.C.
V1V 2J9
(250) 869-0552 4006 Gallagher\'s Green
,
Kelowna,
British Columbia
V1W 3Z8
(250) 868-8866 209-1433 Paul St
,
Kelowna,
British Columbia
V1Y 2E4
(604) 408-6100 200 Burrard St
,
Vancouver,
British Columbia
V6C 3N5
(250) 763-5655 205-1708 Dolphin Ave
,
Kelowna,
British Columbia
V1Y 9S4
(250) 861-5166 303-1726 Dolphin Avenue
,
Kelowna,
B.C.
V1Y 9R9
(250) 861-5022 620 Leon Ave
,
Kelowna,
British Columbia
V1Y 9T2
(250) 765-9884 3 3185 Via Centrale
,
Kelowna,
B.C.
V1V 2A1
(250) 861-1219 310-1632 Dickson Ave
,
Kelowna,
British Columbia
V1Y 7T2
(250) 717-5363 202-1460 Pandosy St
,
Kelowna,
British Columbia
V1Y 1P3
(250) 979-2700 500-1726 Dolphin Avenue
,
Kelowna,
B.C.
V1Y 9R9
(250) 712-2138 1100-1708 Dolphin Ave
,
Kelowna,
British Columbia
V1Y 9S4
(250) 860-6464 101-1433 St. Paul Street
,
Kelowna,
B.C.
V1Y 2E4
(250) 762-3313 2410 Longhill Road
,
Kelowna,
B.C.
V1V 2G3
(250) 860-7746 105-3140 Lakeshore Road
,
Kelowna,
B.C.
V1W 3T1
(250) 712-9811 101-540 Cawston Avenue
,
Kelowna,
B.C.
V1Y 6Z2
(250) 763-6464 100-215 Lawrence Avenue
,
Kelowna,
B.C.
V1Y 6L2
(250) 763-3277 100-1449 St. Paul St
,
Kelowna,
British Columbia
V1Y 2E5
(250) 868-5510 1-757 KLO Rd
,
Kelowna,
British Columbia
V1Y 9L8
(250) 215-7997 1745 Blondeaux Cres.
,
Kelowna,
British Columbia
V1Y 4J8
1 866 767-3358 5860 Beach Ave
,
Peachland,
British Columbia
V0H 1X7
(250) 717-8800 616 Cadder Avenue
,
Kelowna,
B.C.
V1Y 5N4
(250) 450-9767 472 Sarsons Road
,
Kelowna,
B.C.
V1W 1C2
(250) 717-8803 478 Bernard Ave
,
Kelowna,
British Columbia
V1Y 6N7
(250) 868-0555 8-2070 Harvey Ave
,
Kelowna,
British Columbia
V1Y 8P8
(250) 712-3050 1262-A Paul St
,
Kelowna,
British Columbia
V1Y 2C9
(250) 765-6388 111-140 Commercial Dr
,
Kelowna,
British Columbia
V1X 7X6
(250) 979-1750 320-3275 Lakeshore Rd
,
Kelowna,
British Columbia
V1W 3S9
(250) 860-1900 507 Bernard Avenue
,
Kelowna,
B.C.
V1Y 6N9
(250) 763-8975 230-1855 Kirschner Road
,
Kelowna,
B.C.
V1Y 4N7
(250) 712-1131 208-1708 Dolphin Ave
,
Kelowna,
B.C.
V1Y 9S4
(250) 763-1885 473 West Avenue
,
Kelowna,
B.C.
V1Y 4Z3
(250) 762-2878 175-2463 Hwy 97
,
Kelowna,
British Columbia
V1X 4J2
(250) 763-0684 27-880 Christina Place
,
Kelowna,
British Columbia
V1V 1S2
(250) 717-6212 1555 Banks Road
,
Kelowna,
B.C.
V1X 7Y8
(250) 762-2217 2025 Harvey Ave
,
Kelowna,
British Columbia
V1Y 6G6
(250) 768-3400 1-2429 Dobbin Rd
,
Westbank,
British Columbia
V4T 2L4
(250) 862-8009 473 West Avenue
,
Kelowna,
B.C.
V1Y 4Z3
(250) 862-9288 Suite 203 - 1139 Sutherland Ave
,
Kelowna,
BC
V1Y 5Y2
(250) 763-2008 408-1708 Dolphin Avenue
,
Kelowna,
B.C.
V1Y 9S4
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