Find financial services in Kelowna

Meet with a Certified Executive Advisor to create your financial and estate plan based on your wishes. At Thom & Associates we believe that our clients should feel confident & secure that their final wishes will be met when that times comes. As Certified Executor Advisors we work with you, and your executor to create a plan that will give you the piece

6 Retirement MYTHS Debunked We are experiencing a silver Tsunami. The leading edge of the Boomers turned 65 six years ago. On average, 1,250 Canadians turn 65 years old every single day. Most Boomers were born between 1961 -1965. That's why you feel everyone has been turning 50. And people are living longer, much longer. With all of this happening

We focus on our clients' overall results - not just what they earn on their investments but what they keep after taxes and fees. With over 20 years of experience, Matte & Associates Financial Solutions can provide financial solutions and advice to individuals and families, corporations as well as charities and non-profits. As a new investor, and after

Reach your financial goals with the help of independent financial advisors whose words are read by millions of National Post readers! Smarter Financial Planning brings individual clients a valuable up-to-date and ongoing understanding of the complex and ever-changing rules and trends within the financial world. Our Fee-for-Service based approach can

Strategies to help increase your personal cash flow, keep key employees and protect your business. While it's great to have group coverage from your employer or association, in most cases, people don't understand the that there are important differences when it comes to group life insurance vs. self owned life insurance. Used with permission.

Bryce Medd, R.F.P., CFP, TEP is the President of The Wealthy Tortoise Financial Group Inc. The Wealthy Tortoise provides fee-for-service financial planning and advisory help for small business owners (less than 50 employees) with their headquarters in the Okanagan valley. Working closely with the company's other professionals, we generate a fully integrated

A wise financial strategy can help keep a growing family on track during all the "growing-up" years. You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals

Trust is the foundation of all relationships. For over 20 years, we've taken great pride in the trusting relationships we have built with our clients. Personal finance is much more than just numbers and products. It takes independence, knowledge, clarity, compassion and accessibility to become someone's trusted advisor - a goal we strive to achieve

We are not simply a product shelf we are your partners in growth. We work with you and your unique book of business to explore opportunities for internal growth and external expansion. Wealthlink will work with you to find unique strategies that allow you to build your business. We offer an expansive selection of carriers which allows you to broker

Traditional plans rely on you having a significant capital base, and perhaps an older style defined benefit pension plan that simply no longer exist. They fall short in the areas of time, capital sufficiency and returns required. They did not account for people living 25 to 30 years past retirement, instead of only seven to 10 years. Academics have

Shawna McCrea will help you tie a rope to your future. A veteran financial planner and community connector, Shawna understands the power of the human heart in money and business, and the possibilities that grow when people collaborate to pursue their visions. She sees how our stories shape our financial decisions, and how our journeys can converge to