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          Category: Wealth Management

          Showing: 39 results for Wealth Management
          near Kelowna, BC

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          Nava Wealth of Raymond James Ltd

          Wealth Management

          BBB Rating: NR
          not BBB accredited
          (778) 369-1104

          304 32625 S Fraser Way,
          Abbotsford, BC V2T 1X8

          Westgroup Financial Management Inc.

          Financial Planning Consultants, Business Services, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Altona, BC
          • Arras, BC
          • Baldonnel, BC
          • Boswell, BC
          • Buick, BC
          • Canal Flats, BC
          • Canyon, BC
          • Cecil Lake, BC
          • Clayhurst, BC
          • Crawford Bay, BC
          • Dawsons Landing, BC
          • Erickson, BC
          • Farmington, BC
          • Gillies Bay, BC
          • Goodlow, BC
          • Grasmere, BC
          • Gray Creek, BC
          • Jaffray, BC
          • Kingcome Inlet, BC
          • Kuskanook, BC
          Accredited BusinessAccredited Business
          (604) 565-7331

          210 2411 160 St,
          Surrey, BC V3Z 0C8

          Get a Quote

          Stanley Asset Management

          Wealth Management

          BBB Rating: A+
          not BBB accredited
          (604) 643-7447

          2200 609 Granville St.,
          Vancouver, BC V7Y 1H2

          Syntagma Network Services Ltd.

          Wealth Management

          BBB Rating: A
          not BBB accredited
          (778) 488-5536

          595 Howe St,
          Vancouver, BC V6C 2T5

          RGF Integrated Wealth Management

          Financing Consultants, Retirement Planning Services, Investment Advisory Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (800) 784-6066

          1701 W Broadway,
          Vancouver, BC V6J 1Y3

          Get a Quote

          National Bank Financial

          Financial Planning Consultants, Financial Consultants, Wealth Management ...

          BBB Rating: NR
          not BBB accredited
          (250) 657-2220

          #205 - 2537 Beacon Ave,
          Sidney, BC V8L 1Y3

          Assante Wealth Management

          Financial Planning Consultants, Financial Consultants, Wealth Management ...

          BBB Rating: A+
          not BBB accredited
          (250) 383-9266

          201 - 4430 Chatterton Way,
          Victoria, BC V8X 5J2

          Halsey Financial Group Ltd.

          Financial Planning Consultants, Insurance Companies, Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Bowser, BC
          • Brentwood Bay, BC
          • Cassidy, BC
          • Chemainus, BC
          • Cobble Hill, BC
          • Coombs, BC
          • Cowichan Bay, BC
          • Crofton, BC
          • Duncan, BC
          • Errington, BC
          • Esquimalt, BC
          • Gabriola, BC
          • Honeymoon Bay, BC
          • Jordan River, BC
          • Koksilah, BC
          • Ladysmith, BC
          • Lake Cowichan, BC
          • Lantzville, BC
          • Lasqueti, BC
          • Malahat, BC
          not BBB accredited
          (250) 475-6700

          201-4430 Chatterton Way,
          Victoria, BC V8X 5J2

          Fischer Financial Services

          Financial Planning Consultants, Insurance Companies, Financial Services ...

          BBB Rating: A+
          not BBB accredited
          (250) 220-8441

          #404 - 3960 Quadra St,
          Victoria, BC V8X 4A3

          Little & Davies

          Financial Planning Consultants, Financial Consultants, Wealth Management ...

          BBB Rating: NR
          not BBB accredited
          (250) 953-6818

          1845A Fort St,
          Victoria, BC V8R 1J6

          Lighthouse Wealth Management

          Wealth Management, Financial Services, Investment Advisory Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Ahousat, BC
          • Alert Bay, BC
          • Bamfield, BC
          • Black Creek, BC
          • Blind Channel, BC
          • Blubber Bay, BC
          • Bowen Island, BC
          • Bowser, BC
          • Brackendale, BC
          • Brentwood Bay, BC
          • Britannia Beach, BC
          • Campbell River, BC
          • Cassidy, BC
          • Chemainus, BC
          • Coal Harbour, BC
          • Cobble Hill, BC
          • Comox, BC
          • Coombs, BC
          • Courtenay, BC
          • Cowichan Bay, BC
          Accredited BusinessAccredited Business
          (250) 405-4060

          204-4400 Chatterton Way,
          Victoria, BC V8X 5H2

          Get a Quote

          Midori Hillis, CFP Senior Financial Advisor IPC Securities Corporation

          Financial Planning Consultants, Investment Advisory Services, Financial Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AB
          Accredited BusinessAccredited Business
          (250) 744-3575

          4456C West Saanich Rd,
          Victoria, BC V8Z 3E9

          Get a Quote

          McVagh Cunningham Group Ltd.

          Financial Planning Consultants, Financial Consultants, Wealth Management ...

          BBB Rating: A+
          not BBB accredited
          (250) 475-1108

          #204 - 830 Shamrock St,
          Victoria, BC V8X 2V1

          Howe & Gramlich Wealth Management Inc.

          Financial Planning Consultants, Life Insurance, Financial Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Brentwood Bay, BC
          • Esquimalt, BC
          • Jordan River, BC
          • North Saanich, BC
          • Saanichton, BC
          • Shirley, BC
          • Sidney, BC
          • Sooke, BC
          • Victoria, BC
          Accredited BusinessAccredited Business
          (250) 953-6814

          1012 N Park St,
          Victoria, BC V8T 1C6

          Get a Quote

          Stephanie Dean Financial Planning Services

          Financial Planning Consultants, Financial Consultants, Wealth Management ...

          BBB Rating: NR
          not BBB accredited
          (250) 356-3977

          500-730 View St,
          Victoria, BC V8W 3Y7

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          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

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