Financial Planners
- 1867 Private Wealth Management of Raymond James
- 4 Pillars Consulting Group
- Ad Astra Financial Planning Group Ltd
- Aura Wealth Management
- Balance Financial - Financial Planning
- Bay & Associates - IG Private Wealth Management
- BeneWealth Strategies Inc.
- Bottom Line Financial Services
- Brad Bickley, Investment and Insurance Advisor - Capri Wealth Management
- Brenda Dilley - Mortgage Alliance Homeline - Kelowna Mortgage Broker
- C&R Financial Group
- C. Scott Turner, CFP
- Canaccord Wealth Management
- Capri Intercity Financial
- Chad Weninger Mortgage Specialist
- CIBC Wood Gundy
- Clark R J Financial Services
- Coreen T. Sol, CFA
- Credit Counselling Society
- CVC Financial Services Ltd.
- Dale K.Lamb (DKL) Financial Services Inc.
- Desjardins Financial Security Independent Network
- Dundee Securities
- Edward Jones - Brenda L. Fischer, CFP
- Edward Jones - Danny JD Der
- Edward Jones - Desmond Dobroskay
- Edward Jones - Gary Brezden
- Edward Jones - Konrad Pimiskern
- Edward Jones - Susan J Kasper
- Edward Jones Investments
- Equuis Wealth Management
- First Financial Securities
- Foster Financial Services
- Fraser Financial Group
- Freedom 55 Financial
- Freedom 55 Financial - Maureen O'Hanley Doucette
- Freedom 55 Financial - Rick Doucette, CFP
- Gooder Financial
- Group One Planning Solutions
- Holistic Fiscal Strategies Inc. - HFS
- Hussey Robert - Chartered Accountant
- Insure Wealth
- insureWEALTH
- Interior Savings Credit Union | Glenmore
- Interior Savings Credit Union | Rutland
- Investment Planning Counsel of Canada
- Investors Group - Len A Sampson, CFP, Division Director
- Investors Group - Michael Trenn, CFP,CSA
- Investors Group Financial
- Investors Group Financial Services Inc. Melanie Hall- Szyszkiewicz Senior Financial Consultant EPC CFP
- Jack Denney Chartered Accountant
- James Gerwing Agency
- Johnson Legacy Wealth Management
- Jones, Shannon Wealth Advisor at Scotia Mcleod
- JS Harris Financial Inc
- Karen Erickson CFP, RRC & Kayla Caruana CFP, BBA, RRC- IG Wealth Management
- Karen Erickson CFP, RRC & Kayla Caruana CFP, BBA, RRC
- Kelowna Financial Planning Centre Inc
- Kendall Financial & Insurance Services
- Kevin Lavigne
- Knight Financial Services
- Lake Country Financial Services
- Lakeside Financial Planning
- Launch Community Development
- Lauzon Financial Advisors Inc
- London Financial Centre
- MacBeth Group Financial Strategies Inc.
- Maciel and Co. Chartered Accountants
- Manulife Insurance Company
- Mark Medley MBA, CFP, FMA - Raymond James Ltd.
- Martins Financial Planning Services Gerry A. Martins, CGA
- Michelle Scheibel Mortgage Broker
- Moffatt & Associates Financial Services
- Money Concepts Kelowna Central
- Money Concepts Westbank
- National Bank Financial / Edwards - Droppo
- Newport Private Wealth
- Nicola Wealth Management Ltd
- Odlum Brown Limited
- Olafson Financial Services
- Origination Mortgage Corp
- Peak Investments Services
- Primerica Financial Services
- Prospera Credit Union - Mission Park Branch
- Prospera Credit Union - Prospera Centre Branch
- Quail Ridge Financial Services a division of H.C. Lockhart Insurance & Financial Consulting Inc
- Raymond James - Grant D. Oram, CFA, CFP
- Raymond James Kelowna Landmark 3
- Reid & Associates Financial Solutions Ltd
- RJ Quigley Financial Services Inc
- Robert Jeffrey Financial Services
- Royal Bank of Canada - Main Kelowna
- Russell & Associates Insurance & Financial Services Group Inc.
- Sato Financial Services
- Serviss Wealth Management
- SK Private Wealth Management | Raymond James Ltd.
- Smarter Financial Planning Ltd
- Speir Wealth Management Inc.
- Summit Financial Planners Inc
- Sun Financial Corp Ltd
- SunLife Financial
- Tahara Financial Services Inc
- TD Waterhouse Financial Planning - Corrinna Paxton, BA FS, CFP
- Temple Financial Inc
- Thalheimer & Company
- Thom & Associates Financial Planners Inc.
- Timothy Kim
- Trevor Wells, CPA,CA,CFP - Capri Wealth Management
- Truvera Trust Corporation
- TwinView Financial Ltd.
- Valley First Insurance Services
- Venables J Douglas Inc - Bankruptcy Trustee
- Waller & Peterson Financial
- Wealth 21
- Western Financial - Harvey Ave
- Western Financial - Lake Country
- Western Financial Group - Lakeshore Road
- Western Financial Group - Rutland
- Westmark Financial Corp