From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered

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 expertise includes investments, group benefits, insurance, corporate planning and more.

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 wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving... Read More about Henry Akafia - TD Financial Planner

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 wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving... Read More about Vaibhav Sood - TD Financial Planner

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 wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving... Read More about Tonia Rossi - TD Financial Planner

Creative and Innovative Tax Reduction, Cash Flow Creation, Wealth Creation and Wealth Preservation

Growth West Finance Ltd is a boutique cannabis regulatory compliance and project management consulting firm headed by its President & CEO, Nigel Boast. BSc, LLB, MBA.PMP (Ret'd) The company was incorporated in British Columbia in 2008 specializing in financing and operations in the biotechnology industry in Canada.

At Forever Financial Services our goal is to provide our clients with quality service, products that meet their needs, and to build relationships that help develop bright financial futures. We are your local Okanagan benefit specialists. Contact us for free quotes on employee and group benefits for medical, dental, vision, disability, group RRSP, pensions and more.

Whether you are a small, medium or large business owner looking for tax efficient strategies or a family looking for income protection, Insure Wealth delivers plans that are as individualized as you are. We have assembled a team of professionals in the financial industry, a structure that ensures the client receives the appropriate experience and expertise in the planning process.

I do three things: Investments, Insurance and Strategies – growing, protecting and transferring wealth as tax efficiently as possible. My reputation in the industry is a hard-working, sincere, and compassionate individual who strives for excellence in everything I do. This career path chose me, through my own life experience I wanted to empower others to make wise financial decisions.

Primerica’s roots date back to 1977 when the company embarked on a revolutionary crusade to transform the life insurance industry. Primerica’s “Buy Term and Invest the Difference” philosophy encourages middle-income families to purchase affordable term life insurance so they can have more money to invest in their family’s future. Today, Primerica has expanded its crusade to address the number one... Read More about Primerica Financial Services

Kelowna Financial planners and Manulife Insurance advisors for travel, life and health insurance. Disability and critical illness protection. Professional estate planning and registered retirement plans.

Primerica’s roots date back to 1977 when the company embarked on a revolutionary crusade to transform the life insurance industry. Primerica’s “Buy Term and Invest the Difference” philosophy encourages middle-income families to purchase affordable term life insurance so they can have more money to invest in their family’s future. Today, Primerica has expanded its crusade to address the number one... Read More about Primerica Financial Services