Find financial services in Kelowna

We focus on our clients' overall results - not just what they earn on their investments but what they keep after taxes and fees. With over 20 years of experience, Matte & Associates Financial Solutions can provide financial solutions and advice to individuals and families, corporations as well as charities and non-profits. As a new investor, and after

Reach your financial goals with the help of independent financial advisors whose words are read by millions of National Post readers! Smarter Financial Planning brings individual clients a valuable up-to-date and ongoing understanding of the complex and ever-changing rules and trends within the financial world. Our Fee-for-Service based approach can

Bryce Medd, R.F.P., CFP, TEP is the President of The Wealthy Tortoise Financial Group Inc. The Wealthy Tortoise provides fee-for-service financial planning and advisory help for small business owners (less than 50 employees) with their headquarters in the Okanagan valley. Working closely with the company's other professionals, we generate a fully integrated

A wise financial strategy can help keep a growing family on track during all the "growing-up" years. You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals

Trust is the foundation of all relationships. For over 20 years, we've taken great pride in the trusting relationships we have built with our clients. Personal finance is much more than just numbers and products. It takes independence, knowledge, clarity, compassion and accessibility to become someone's trusted advisor - a goal we strive to achieve

We are not simply a product shelf we are your partners in growth. We work with you and your unique book of business to explore opportunities for internal growth and external expansion. Wealthlink will work with you to find unique strategies that allow you to build your business. We offer an expansive selection of carriers which allows you to broker

Shawna McCrea will help you tie a rope to your future. A veteran financial planner and community connector, Shawna understands the power of the human heart in money and business, and the possibilities that grow when people collaborate to pursue their visions. She sees how our stories shape our financial decisions, and how our journeys can converge to