Contact Sign In Add Your Business

Find the 2 Best Financial Advisors in Vernon, BC

Browse 2 financial advisors serving Vernon, BC, from personal financial planning specialists to professionals advising business clients. Review their services and client feedback, then contact suitable advisors to discuss your financial goals and fees.
6 reviews
Kal-Mor Mortgages & Investments
34 Years
6 reviews
Kal-Mor Mortgages & Investments provides residential, commercial, and investment mortgage solutions in Vernon, BC, and throughout British Columbia. With over 35 years of experience, we connect clients with competitive rates, personalized service, and innovative financing options tailored to unique financial situations. Our expertise spans first-time homebuyers, private mortgages, commercial lending, and high-yield investment programs.
Residential Mortgages Commercial Financing Investment Programs
Trusted with all our mortgages Puts needs first Found solutions for unique circumstances
(250) 549-3250 Call Profile
Not rated yet
Equuis Wealth Management
Not rated yet
Equuis Wealth Management provides comprehensive financial planning services in Vernon, BC. We specialize in cash flow, investment, estate, and retirement planning, along with insurance protection and business financial services. Our client-focused approach helps individuals and businesses across British Columbia, Alberta, and Saskatchewan achieve financial security through personalized solutions.
Cash Flow Planning Investment Planning Estate Planning
On a great path Thank you for your guidance Real potential
(250) 260-1104 Call Profile
Kelowna (45.0 km) Salmon Arm (48.2 km) West Kelowna (50.5 km)