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Holtby & Associates Wealth Management Services of RBC Dominion Securities Inc.

1631 Dickson Avenue, Kelowna, BC V1Y 0B5 Get directions
How you manage your wealth today can shape what’s possible tomorrow. At RBC Dominion Securities, we work with you to build personalized, long-term financial strategies that reflect... more... See more text
Financial Planning Consultants, Investment Advisory Services
Closed now 

David Allard - The Navigation Team - ScotiaMcLeod - Scotia Wealth Management

1620 Dickson Avenue,Suite 600, Kelowna, BC V1Y 9Y2 Get directions
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at... more... See more text
Financial Planning Consultants, Investment Advisory Services
Closed now 

Gordon Bell - The Navigation Team - ScotiaMcLeod - Scotia Wealth Management

1620 Dickson Avenue,Suite 600, Kelowna, BC V1Y 9Y2 Get directions
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at... more... See more text
Financial Planning Consultants, Investment Advisory Services
Closed now 

Megan Lundy - Delcourt Advisory Group - ScotiaMcLeod - Scotia Wealth Management

1620 Dickson Avenue,Suite 600, Kelowna, BC V1Y 9Y2 Get directions
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at... more... See more text
Financial Planning Consultants
Closed now 

Annette Costin - TD Financial Planner

525 Highway 97 S, West Kelowna, BC V1Z 4C9 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
Health, Travel & Life Insurance, Mutual Funds
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William Cook - TD Financial Planner

1633 Ellis Street, Kelowna, BC V1Y 2A8 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

Edward Jones - Financial Advisor: Danny JD Der

2121 Ethel Street, Kelowna, BC V1Y 2Z6 Get directions
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, a... more... See more text
Investment Dealers, Investment Advisory Services
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TD Branch and ATM

605 K.L.O. Road, Kelowna, BC V1Y 8E7 Get directions
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has all your Personal and Business Banking... more... See more text
Banks, Investment Advisory Services
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