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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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Open until 3:00 pm

DKL Financial Services Inc

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

Wish Kwok & Associates

2100 Main St #107, Penticton, BC V2A 5H7 Get directions
We Are a Fiduciary, Here to Provide Unbiased and Clear Business and Tax Advice
We Understand the Difference That Expertise and Quality Care Can Make. Wish, Kwok & Associates Prides Itself on Our Well of Experience, and Deeply Caring Advisory Staff. We Are a ... more... See more text
Financial Planning Consultants, Health, Travel & Life Insurance
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Summit Financial Planners Inc

202-2540 53 Ave, Vernon, BC V1T 9W8 Get directions
Summit Financial Planners Inc. is an independent financial planning firm with offices in Vernon and Kelowna. Our firm was formed in 1987 to provide financial services to clients th... more... See more text
Financial Planning Consultants, Travel Insurance
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Closed now 
View more results in Okanagan BC

Conseillers en planification financiere near Okanagan BC: 55 of 264 result(s)

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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
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Fred Zhou - TD Financial Planner

1801 Princeton Kamloops Hwy, Kamloops, BC V2E 2J7 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

Edward Jones - Financial Advisor: Lili A Seery

1315 Summit Dr., Kamloops, BC V2C 5R9 Get directions
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-s... more... See more text
Financial Planning Consultants, Investment Advisory Services
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Closed now 

Interior Savings Estate Planning Inc

370-1210 Summit Drive, Kamloops, BC V2C 6M1 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
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