Finance companies in Kelowna, BC - Page 3

Find finance companies in Kelowna, BC. Listings include Shelter Lending, Real Estate Trends and Mortgage Rates wih Sumeet Mohan, Edward Jones - Financial Advisor: Chad Dux, Simply Benefits, Altogether Tax, Alexsandra Katsen.

Financial Services [99] Mortgage Brokers [70] Financial Planning [31] Loans [29] Insurance Brokers [21] Insurance Agents [14] Investing Services [13] Financial Consultants [11] Finance [10] Banks [8] Insurance Companies [5] Property Investment [5] Investment Management Companies [4] Credit Counseling [4] Brokerage Firms [2] Financial Aids [2] Bank/Financial Institutions [1] Collection agencies [1] Tax preparation [1] Investment Banks [1]

Moraine Wealth Advisory
1920, 407 2 Street SW
Calgary, T2P2Y3

Fee-only financial planners helping Canadians build, grow, and protect their wealth. Comprehensive planning beyond just investments.

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A Shelter Lending
#101A/1735 Dolphin Avenue
Kelowna, V1Y8A6

Shelter Lending offers private mortgage financing in British Columbia, Alberta and Manitoba. We specialize in 1st and 2nd residential lending. Quick Close. Solution Based Lendi...

B Darcy Feth - IG Wealth Management
6th Floor, Landmark 6/1631 Dickson Avenue
Kelowna, V1Y0B5

IG Wealth Management Inc. Mutual Fund Division Darcy Feth is a Certified Financial Planner with expertise in working with Executives & Individuals, with a strong focus on helping ...

C Inglis Private Investment Counsel
448 West Avenue
Kelowna, V1Y0L9

"I'm passionate about everything I do and I'm an independent thinker. I'm relentless about getting the best information to make decisions independent of fads and I don't like 'fol...

D Elisha Besinger - Mortgage Architects
Kelowna

E RBC Dominion Securities Inc. - Kelowna, Penticton, Smithers & Nelson
1400-1631 Dickson Avenue
Kelowna, V1Y0B5

F Real Estate Trends and Mortgage Rates wih Sumeet Mohan
Unit # 108/1980 Cooper Road
Kelowna

Registered Mortgage Broker in British Columbia

G Tamara Pals - Financial Security Advisor
1631 Dickson Avenue
Kelowna, V1Y 0B5

As your investment representative and financial security advisor I am dedicated to learning about you

H Edward Jones - Financial Advisor: Chad Dux
2690 Pandosy Street
Kelowna, V1Y1V6

Financial Advisor with over 20 years of industry experience, partnering with clients in BC & Alberta.

I Lisa Hoogendoorn - IG Wealth Management
Landmark 6, 600/1631 Dickson Avenue
Kelowna, V1Y0B5

Certified Financial Planner IG Wealth Management Inc. - Mutual Fund Division

J Simply Benefits
Kelowna

Canada's newest benefits provider/TPP that delivers health benefits 100% digitally through Advisors

K Linda Dumka - RBC Royal Bank of Canada - Senior Mortgage Specialist
3036 Pandosy Street
Kelowna, V1Y1W2

RBC Royal Bank Senior Mortgage Specialist

L Altogether Tax
222-1634 Harvey Avenue
Kelowna, V1Y6G2

We are here to help with personal & corporate tax returns, bookkeeping, payroll and advisory services across Canada. Specialized in small and medium sized businesses. To book an ap...

M Marcey Barber Dion- DLC BlueTree Mortgages WEST
213-810 Clement Ave
Kelowna, V1Y OJ7

N Kelowna Valley Insurance
1876 Cooper Road # 156
Kelowna, V1Y9N6

O Alexsandra Katsen
Kelowna

Your trusted Insurance advisor. Life, Heath, travel insurance 📑 TFSA, RRSP, RESP 💰and more!

P Mitch Orton - Advisor, Sun Life
#110-1632 Dickson Avenue
Kelowna, V1Y7T2

Q Working Ventures Insurance Solutions
156-1876 Cooper Road
Kelowna, V1Y9N6

Working Ventures Insurance offers group insurance programs to BC union members. As brokers, we represent many competitive insurance markets.

R Sycamore Financial Consulting
Kelowna, V1X1V5

S McKain MacKinnon Private Wealth of RBC Dominion Securities
1631 DICKSON AVE
Kelowna, V1Y 0B5

T Summit Commercial Insurance Solutions
Unit 905/1449 Street Paul St
Kelowna, V1Y0L9

We craft innovative insurance solutions custom tailored to your business.

U Julia Hodsman - Financial Advisor
1610/1631 Dickson Avenue
Kelowna, V1Y0B5

I'm Julia, a financial planner dedicated to helping you take control of your money with confidence and clarity. I guide families through the big life transitions or navigating une...

V Kristy Towson-Mortgage Broker
Kelowna

W Northern Alliance Trust
#101A/1735 Dolphin Avenue
Kelowna, V1Y8A6

X Kaylyn Martin, CFP
1499 St. Paul Street
Kelowna, V1Y0L9

Y Hymers Private Wealth of RBC Dominion Securities Inc.
1631 Dickson Avenue, 1200
Kelowna, V1Y0B5

Forging new ground in wealth expertise and service excellence

Z Mardi Hassell, Compass Mortgage Group
Kelowna, V1X2A1

Mortgages as individual as you are.

1 Vista Financial Group
1000-1499 St. Paul Street
Kelowna, V1Y6P1

Dave brings over 25 years of in depth knowledge of the markets and investment industry to our team. As a Senior Wealth Advisor and founder of The Vista Financial Group, Dave overse...

2 The Dale Lamb
3477 Lakeshore Road #216
Kelowna, V1W 0A7

3 Solid State Wealth Inc.
201-1475 Ellis Street
Kelowna, V1Y2A3

Solid State Wealth is a local financial firm servicing the Okanagan and surrounding areas. With over 13 years of experience, and a niche for tax planning and growth with small busi...

4 K.M. Hilstob
410-1620 Dickson Avenue
Kelowna, V1Y9Y2

Helping clients achieve their financial goals!

5 Keys to Kelowna - Luxury Airbnb Management
Kelowna

6 Sandra Storoschuk, Mortgage Specialist Royal Bank of Canada
Kelowna

Taking care of all your home financing needs. Providing expert advice to help you with your real estate purchases.

7 David Pettman, CFP, PFP - Financial Planner, RBC Financial Planning
Suite 1400, Landmark 6, 1631 Dickson Avenue
Kelowna, V1Y8K5

8 Kristi Field Doula Services
1451 Rose Meadow Drive
Kelowna, V1Z4A4

Empowering Your Path to Parenthood Providing trauma informed prenatal, birth + postpartum support 🤍

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