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Kelowna, BC
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1
Landmark 4, Suite 100 1628 Dixon Ave, Kelowna, BC, V1Y 9X1
250-762-3329
At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there. Contact me today!
2
1708 Dolphin Ave Suite 704, Kelowna, BC, V1Y 9S4
250-861-3200
Like it or not, finding the shortest and safest route to your dreams requires planning. Only with a carefully thought-out financial plan can you be sure to make the most of your resources … and to protect against risks along the way. Our team can show you how to: Create the Optimal Portfolio Pay Less Tax Becoming Mortgage Free Faster Plan Your Estate Retire in Comfort Tailoring our Services to Your Needs Please call or visit our website for more information.
3
Suite 205-1180 Sunset Drive, Kelowna, BC, V1Y 9W6
250-868-1474
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
4
318 - 985 K.L.O. Rd, Kelowna, BC, V1Y 9L2
250-763-4750
As an independent financial planner in Kelowna for over 28 years, I have a wide range of quality financial planning products and information, which are designed to save and make you money as safely and effectively as possible. These financial products are custom designed to meet your needs. They include, Pensions, R.S.P.s, R.R.I.F.s, Life Insurance, Term Deposits, R.E.S.P.s and Investment Funds. Being independent, means I can seek out the best financial planning products and information for your needs, now, and in the future. I have enjoyed studies in Pension Plans, Investment Funds, Accounting, Law, and all areas associated with well-rounded financial planning. My studies are always ongoing. So instead of going to many different Banks or Insurance Companies that may have only one point of view. You can talk to one independent, experienced, objective advisor, about how to best improve your financial position.
5
#500 1632 Dickson Ave, Kelowna, BC, V1Y 7T2
250-717-5532
6
Suite 303, 3001 Tutt Street, Kelowna, BC, V1Y 2H4
250-938-2757
Bryce is a financial advisor and insurance broker in Kelowna, BC with Thom & Associates Financial Planners Inc. He works with both individuals and businesses to provide them with insurance and investment solutions that help them reach their financial goals. It is Bryce's job to be sure that you and your family are well protected from your debts as well that you have a secure retirement plan in place to ensure that you and your family have a stress free road to and through retirement. Bryce has lived in the Okanagan all of his life, and has always said that he will never be able to leave this beautiful landscape. Bryce grew up in Lumby, BC and recently moved to Kelowna where he graduated from the Bachelor of Business Administration program at the top of his class in April 2010. Since graduation Bryce and his wife have settled in their new home here in Kelowna where Bryce plans to build his career as a financial advisor.
7
Landmark 4 100-1628 Dickson Avenue, Kelowna, BC, V1Y 9X1
250-317-8329
At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
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8
550 West Ave, Kelowna, BC, V1Y 4Z4
250-712-1131
At Investment Planning Counsel, we're committed to helping you live your dream. Our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.
9
#364 - 2300 Carrington Road, Kelowna, BC, V4T 2N6
250-707-5209
At Investment Planning Counsel, we're committed to helping you live your dream. Our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.
10
1100-1631 Dickson Avenue, Kelowna, BC, V1Y 0B5
778-484-8111
At Investment Planning Counsel, we're committed to helping you live your dream. Our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.
11
3017 Tutt Street, Kelowna, BC, V1Y 2H4
250-861-4481
At Investment Planning Counsel, we're committed to helping you live your dream. Our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.
12
1658 Commerce Avenue, Suite 203, Kelowna, BC, V1X 8A9
778-478-0267
At Investment Planning Counsel, we're committed to helping you live your dream. Our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.
13
1180 Sunset Drive, Kelowna, BC, V1Y 9W6
250-869-1451
At Investment Planning Counsel, we're committed to helping you live your dream. Our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.
14
1708 Dolphin Ave, Kelowna, BC, V1Y 9S4
250-712-2218
INVESTMENT ADVICE
15
1980 Pandosy St, Kelowna, BC, V1Y 1S1
250-762-0839
INVESTMENT ADVICE; INVESTORS, NEC
16
1628 Dickson Ave, Kelowna, BC, V1Y 9X1
250-862-3824
INVESTMENT ADVICE
17
1708 Dolphin Ave , Suite 700, Kelowna, BC, V1Y 9S4
250-979-2700
18
310-1500 Hardy St, Kelowna, BC, V1Y 8H2
250-868-1090
19
1628 Dickson Ave, Kelowna, BC, V1Y 9X1
250-869-3980
20
K.L.O. Rd, UNIT 203, Kelowna, BC, V1W 3P3
250-869-8775
21
440 Cascia Dr, Kelowna, BC, V1W 4Y4
250-764-8089
22
2-1562 Water St, Kelowna, BC, V1Y 1J7
250-762-7151
23
210-1060 Manhattan Dr, Kelowna, BC, V1Y 9X9
888-860-1707
24
302 575 Osprey Avenue, Kelowna, BC, V1Y 5A7
250-763-9300
25
1433 St. Paul St, Kelowna, BC, V1Y 2E4
250-762-3354
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