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Jamie Brooks - TD Financial Planner

501 2330 Highway 97 S, West Kelowna, BC V4T 2P3 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

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
Opening at 9:00 am

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
Opening at 9:00 am

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
Opening at 9:00 am

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
Opening at 9:00 am

VantageOne Credit Union

64-5500 Clements Cres, Peachland, BC V0H 1X5 Get directions
Financial Planning Consultants, Credit Unions
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Opening at 9:00 am

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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Opening at 9:00 am

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
Opening at 8:00 am

Vaib Sood - TD Financial Planner

1633 Ellis Ave, Kelowna, BC V1Y 2A8 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

CMB Wealth Management - TD Wealth Private Investment Advice

1633 Ellis St., Kelowna, BC V1Y 2A8 Get directions
Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’... more... See more text
Investment Advisory Services

Mark Mariotto - TD Wealth Private Investment Advice

1633 Ellis Street, Kelowna, BC V1Y 2A8 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
Investment Advisory Services
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