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 services companies.

Karen Erickson CFP, RRC & Kayla Caruana CFP, BBA, RRC - IG Private Wealth Management

600-1631 Dickson Ave
Kelowna, BC
V1Y 0B5

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Chad Dux - Edward Jones

Lisa Taylor, CPCA – Sun Life Financial