Financial advisors can help with due diligence on investments, provide valuation services for businesses, aid in real estate endeavours, and more. In each case, advisors help to guide people in the right direction when making financial decisions. In Kelowna, here is who you said are the best financial advisors.

Gerald Goertsen EPC, CFP®

102 – 1658 Commerce Ave
Kelowna, BC
V1X 8A9

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WebsiteEmail250-862-2033

Karen & Kayla IG Private Wealth Management

Jason Doucet Financial Advisor CIBC Kelowna