Financial Services

financial servicesVisit these fine Kelowna and area businesses if you are looking for financial planning services including cash and debt management, taxation, investments, retirement planning, insurance, will and estate planning and education funding.



(250) 979-2726 Kelowna, British Columbia V1Y 9S4
Colleen Pfannenschmidt, a financial advisor for Raymond James Ltd, has tailored her practice to serve the financial needs of woman throughout their lifetime. She specializes in income investing and risk reduction strategies that suit your particular situation. Colleen’s goal is to help you understand your investments and the reasons she has recommended them to you.

Colleen has first hand experience with some of the challenges that woman face today. Helping women who are going through life altering events such as divorce, loss of job or receiving an inheritance is at the forefront of Colleen’s philosophy.

3715 Investments Ltd.

(250) 766-3504 301-3570 Woodsdale Rd , Lake Country, British Columbia V4V 1Y9
(250) 860-5882 102-1924 Ambrosi Rd , Kelowna, BC V1Y 4R9

Babylon Financial

(250) 503-7456 Box 175 , Vernon, British Columbia V1T 6M2
(250) 979-4357 260-1855 Kirschner Rd , Kelowna, British Columbia V1Y 4N7

BMO Harris Private Banking

(250) 979-1011 294 Bernard Ave , Kelowna, British Columbia V1Y 6N4

BMO Nesbitt Burns

(250) 717-2123 1484 Water St , Kelowna, British Columbia V1Y 1J5
(250) 860-8441 100-430 Banks Rd , Kelowna, British Columbia V1X 6A3
(250) 869-3825 204-1835 Gordon Dr , Kelowna, British Columbia V1Y 3H5
(250) 860-6403 2139 Springfield Rd , Kelowna, British Columbia V1Y 7X1
(250) 860-4626 #201-1110 Harvey Ave , Kelowna, B.C. V1Y 6E7

Competitive Edge Enterprises Inc.

(250) 862-8966 3885 Gallaghers Grange , Kelowna, British Columbia V1W 3Z9
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

CVC Financial Services Ltd

(250) 764-5433 439 Curlew Dr , Kelowna, British Columbia V1W 4L2
(250) 768-4285 3031 Sandstone Dr , Westbank, British Columbia V4T 1T2
(250) 712-0508 2618 Pandosy St , Kelowna, British Columbia V1Y 1V6
(250) 868-8858 515 Harvey Ave , Kelowna, British Columbia V1Y 6C7
(250) 763-3550 201-1180 Sunset Dr , Kelowna, British Columbia V1Y 9W6

G. Moroso & Associates Inc.

(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

GP Financial Services

(250) 763-3343 1674 Bertram St , Kelowna, British Columbia V1Y 9G4
(250) 763-5515 200-1633 Ellis St , Kelowna, British Columbia V1Y 2A8
(250) 861-6562 Box 2609 Station Rd , Kelowna, British Columbia V1X 6A7

Harvey L. Herman and Associates Ltd.

(250) 717-1135 1143 Sutherland Ave , Kelowna, British Columbia

International Corporate Lending Services Inc.

(250) 765-0905 1290 Gibson Rd , Kelowna, British Columbia V1P 1B7
(250) 469-6280 1450 KLO Rd , Kelowna, British Columbia V1W 3Z4
(250) 762-3329 3-1890 Cooper Rd , Kelowna, British Columbia V1Y 8B7

J. Kirby & Company Inc., CGA

(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) 979-7150 300-1674 Bertram St , Kelowna, British Columbia V1Y 9G4
(250) 717-8444 203-1470 Paul St , Kelowna, British Columbia V1Y 2E6
(250) 763-5021 500-1620 Dickson Ave , Kelowna, British Columbia V1Y 9Y2
(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

Money Mart

(250) 861-3275 251B Harvey Ave , Kelowna, British Columbia V1Y 6C2
(250) 979-0342 2371 Silver Place , Kelowna, British Columbia V1V 1M9
(250) 763-9757 520–1632 Dickson Ave , Kelowna, British Columbia V1Y 7T2

Odlum Brown Limited

(250) 861-5700 4-1890 Cooper Rd , Kelowna, British Columbia V1Y 8B7
(250) 869-0552 4006 Gallagher\'s Green , Kelowna, British Columbia V1W 3Z8

Olafson Financial Services

(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) 861-5022 620 Leon Ave , Kelowna, British Columbia V1Y 9T2

R.J. Quigley Financial Services Inc.

(250) 861-1219 310-1632 Dickson Ave , Kelowna, British Columbia V1Y 7T2

Rapid Cash Advance Inc.

(250) 717-5363 202-1460 Pandosy St , Kelowna, British Columbia V1Y 1P3

RBC Dominion Securities-Gibson Wealth Management Group

(250) 712-2138 1100-1708 Dolphin Ave , Kelowna, British Columbia V1Y 9S4

Schneider Sample, CGA

(250) 763-3277 100-1449 St. Paul St , Kelowna, British Columbia V1Y 2E5

ScotiaMcLeod Inc.

(250) 868-5510 1-757 KLO Rd , Kelowna, British Columbia V1Y 9L8
(250) 215-7997 1745 Blondeaux Cres. , Kelowna, British Columbia V1Y 4J8

Shayn Moritz, CFP,Edward Jones Investments

1 866 767-3358 5860 Beach Ave , Peachland, British Columbia V0H 1X7
(250) 717-8803 478 Bernard Ave , Kelowna, British Columbia V1Y 6N7
(250) 868-0555 8-2070 Harvey Ave , Kelowna, British Columbia V1Y 8P8

Thom & Associates Financial Planner

(250) 712-3050 1262-A Paul St , Kelowna, British Columbia V1Y 2C9
(250) 765-6388 111-140 Commercial Dr , Kelowna, British Columbia V1X 7X6

Union Securities Ltd.

(250) 979-1750 320-3275 Lakeshore Rd , Kelowna, British Columbia V1W 3S9

Wells Fargo & Financial

(250) 762-2878 175-2463 Hwy 97 , Kelowna, British Columbia V1X 4J2

Westcoast Cash Inc.

(250) 763-0684 27-880 Christina Place , Kelowna, British Columbia V1V 1S2
(250) 762-2217 2025 Harvey Ave , Kelowna, British Columbia V1Y 6G6
(250) 768-3400 1-2429 Dobbin Rd , Westbank, British Columbia V4T 2L4
(250) 862-9288 Suite 203 - 1139 Sutherland Ave , Kelowna, BC V1Y 5Y2