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Mountain Planning Group Inc

At Mountain Planning Group Inc, we help clients achieve their goals in each stage of life. Located in Kelowna, we provide a wide range of services for individuals and business. Our... more... See more text
Financial Planning Consultants
Closed now 

2 Nicola Wealth Management

520-1632 Dickson Ave, Kelowna, BC V1Y 7T2 Get directions
We provide comprehensive advice to affluent families, foundations, and institutions across Canada.
Financial Planning Consultants

VantageOne Credit Union

64-5500 Clements Cres, Peachland, BC V0H 1X5 Get directions
Financial Planning Consultants, Credit Unions
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Closed now 

DKL Financial Services Inc

216-3477 Lakeshore Rd, Kelowna, BC V1W 0A7 Get directions
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Financial Planning Consultants

Ken Baker - TD Financial Planner

2339 Hwy 97 North, Kelowna, BC V1X 4H9 Get directions
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered more... See more text
Financial Planning Consultants

Credential Securities Inc

200-2071 Harvey Ave, Kelowna, BC V1Y 8M1 Get directions
Interior Savings Financial Services offer great investment options and smart financial advice. It’s good to have choices, and it’s great to have someone on your side to help you m... more... See more text
Financial Planning Consultants, Investment Advisory Services
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Closed now 

Henry Akafia - TD Financial Planner

1950 Harvey Ave, Kelowna, BC V1Y 8J8 Get directions
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your w... more... See more text
Financial Planning Consultants

Vaibhav Sood - TD Financial Planner

1950 Harvey Ave, Kelowna, BC V1Y 8J8 Get directions
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your w... more... See more text
Financial Planning Consultants
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