Nelson Family Financial Services offers a full complement of financial services ranging from investments and personal insurance to banking. As a family owned business, we have val...more...See more text
We strive to be the best assessors and managers of risk. We understand risk so that we can AVOID it where possible and MANAGE it where necessary.
Our mission is to be recognized f...more...See more text
406 1st Street West, Revelstoke, BCV0E 2S0Get directions
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 w...more...See more text
With over 20 years in business Carsten and the CBS Financial team have been growing and protecting the financial well being of our individual and business clients in the Bow Valley...more...See more text
Summit Financial Planners Inc. is an independent financial planning firm with offices in Vernon and Kelowna. Our firm was formed in 1987 to provide financial services to clients th...more...See more text
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you coveredmore...See more text
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 w...more...See more text
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you coveredmore...See more text
If you're tired of dealing with traditional banking systems, financial planners who only suggest RRSPs, and middlemen taking a cut of your hard-earned money, then it's time to make...more...See more text
Capri Insurance started in Kelowna in 1975 with 6 people and a handful of clients. Today Capri Insurance and its affiliates serve 100,000 clients with over 300 people in 12 office...more...See more text
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 w...more...See more text
At Raymond James, we take a conservative, disciplined approach to managing clients’ wealth, leveraging our strong platform to offer Canadians the best investment products, services...more...See more text
Our mission is to help people fulfill their lifetime financial objectives through a relationship built on trust and quality professional advice.more...See more text
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 w...more...See more text
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you coveredmore...See more text
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you coveredmore...See more text
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you coveredmore...See more text
104-320 Alexander St NE, Salmon Arm, BCV1E 4N7Get directions
Mike Hall
IPC Securities Corporation is one of the country's fastest growing independent financial services organizations. Our investment advisors offer financial strategies with one-on-one ...more...See more text
501 2330 Highway 97, West Kelowna, BCV4T 2P3Get directions
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 w...more...See more text
Whether your future holds a world-wide trip, early retirement or a complete home renovation, let our financial planners at IPC Investment help you prepare for it! Based in Osoyoos,...more...See more text
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you coveredmore...See more text