Discover the Biggest Financial Consulting Firm in Kelowna

Kelowna, a vibrant city in British Columbia, Canada, is home to a diverse range of financial consulting firms that cater to the evolving needs of individuals and businesses. These firms provide expert advice, tailored solutions, and comprehensive services to help clients achieve their financial goals and navigate complex markets. Here are the 5 largest financial consulting firms in Kelowna:

1. Raymond James:

   • Raymond James is a prominent financial services firm with a global presence. Its Kelowna office offers a comprehensive suite of wealth management services, including investment planning, portfolio construction, retirement planning, and estate planning.
   • With a team of experienced financial advisors, Raymond James provides personalized advice and tailored solutions to meet the unique financial objectives of its clients.

2. BMO Wealth Management:

   • BMO Wealth Management is a leading financial consulting firm with a strong presence in Kelowna. It offers a wide range of wealth management services, including investment management, financial planning, retirement planning, and estate planning.
   • The firm’s team of qualified financial advisors collaborates closely with clients to develop comprehensive financial plans and strategies aligned with their long-term goals and aspirations.

3. RBC Wealth Management:

   • RBC Wealth Management is a reputable financial consulting firm with a significant presence in Kelowna. It provides a comprehensive array of wealth management services, including investment management, financial planning, retirement planning, and estate planning.
   • With a team of highly skilled financial advisors, RBC Wealth Management delivers personalized advice and tailored solutions to help clients achieve their financial goals and secure their financial future.

4. CIBC Wood Gundy:

   • CIBC Wood Gundy is a distinguished financial consulting firm with a well-established presence in Kelowna. It offers a wide range of wealth management services, including investment management, financial planning, retirement planning, and estate planning.
   • The firm’s team of knowledgeable financial advisors works closely with clients to develop customized financial plans and strategies that align with their unique needs and aspirations.

5. Scotiabank Wealth Management:

   • Scotiabank Wealth Management is a reputable financial consulting firm with a significant presence in Kelowna. It provides a comprehensive suite of wealth management services, including investment management, financial planning, retirement planning, and estate planning.
   • The firm’s team of experienced financial advisors collaborates with clients to create tailored financial plans and strategies that support their long-term financial goals and objectives.

The 7 Biggest Financial Consulting Firm near Kelowna

Matte & Associates Financial Solutions

• Address: 1789 K. L. O. Rd #203, Kelowna, BC V1W 3P3, Canada
• Map: Click here
• Rating: 4.9 (42)
• Phone: +1 250-869-8695
• Website: Link
• Opening hours:
  
  Monday: 8:00 AM – 4:30 PM

  Tuesday: 8:00 AM – 4:30 PM

  Wednesday: 8:00 AM – 4:30 PM

  Thursday: 8:00 AM – 4:30 PM

  Friday: 8:00 AM – 4:30 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Emilia Dudova✭✭✭✭✭

  4 months ago

  I became a client of Matte & Associates Financial Solutions in Spring 2023 and was genuinely impressed by their service.

  Big thanks to Chris & Maurice who crafted a clear financial roadmap for me, outlining investments and insurance strategies to help achieve my financial and personal goals. I was guided on home-buying preparations, retirement savings, and family protection through insurance.

  I am so amazed by the professionalism, attention to detail and welcoming family-feel of the whole crew who has worked with me. I’m definitely now a lifetime customer!

  P.S. Associate pictured is an added bonus

  andreas hoffbauer✭✭✭✭✭

  4 months ago

  Thank you Matte & Associates!!!

  Looking for financial planning advice, I came across the team through a glowing personal recommendation as to their expertise, professionalism, and amazing customer service. Chris and the team walked me through a full financial plan that aligned with my personal goals which included investments, life-insurance, and home-ownership.

  Experiencing the entire teams strong values and welcoming service first hand, I know that they have my best interests at heart and cannot help but recommend Matte & Associates to anyone looking for financial advice and planning services.

  Kristian Matis✭✭✭✭✭

  5 months ago

  I highly recommend Matte & Associates! Chris and the team were such a big help with my financial planning and future investing. As a busy working professional it’s super helpful having someone lookout for my financial well-being. I feel at ease knowing my investments and insurance are in great, fully-capable hands.

  Evergreen Building Maintenance Inc.✭✭✭✭✭

  5 months ago

  Matte & Associates has provided Financial Services to our corporation and family for a number of years now. Chris and Maurice welcomed us with open arms and we felt that we were taken care of right away. I would highly recommend their firm for investments, life insurance, and any other financial inquiries.

  Geoff Vignal✭✭✭✭✭

  3 months ago

  Matte and Associates has given us a major confidence boost in aligning our actions today with our longer-term family goals through financial planning and investments. The team’s personal values and expertise are continuously demonstrated in every interaction and, of course, in our portfolio overall.

PEAK Investment Services Inc.

• Address: 1455 Ellis St #200, Kelowna, BC V1Y 2A3, Canada
• Map: Click here
• Rating: 4.7 (15)
• Phone: +1 250-860-6494
• Website: Link
• Opening hours:
  
  Monday: 8:30 AM – 4:30 PM

  Tuesday: 8:30 AM – 4:30 PM

  Wednesday: 8:30 AM – 4:30 PM

  Thursday: 8:30 AM – 4:30 PM

  Friday: 8:30 AM – 2:30 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  wade mcmanus✭✭✭✭✭

  a week ago

  I have been an investor with Peak for over 30 years. I have always been provided sound investing advice throughout this time with the same consistent message from Brett and Jim. It’s obvious that the passion and investment strategy they have instilled has been successful and I continue to invest with Peak in other areas as they have earned my complete confidence and trust.

  Anne-Marie Freeman✭✭✭✭✭

  a month ago

  We are always so impressed with the professional, knowledgeable and on-spot customer service Brett, Melissa and their team provide. We know our finances are in great hands as they are so informative and current. Our requests are always met with prompt service. We feel valued by them all. Highly recommend!

  Austyn Petersen✭✭✭✭✭

  a week ago

  The best shop and people in town. The entire team is extremely knowledgeable and amazing to work with. Nothing but great things to say about PEAK. We look forward to working with them for years to come!

  Miss Jackson✭✭✭✭✭

  3 weeks ago

  Five Stars for Peak Investments Team

  I am thrilled to share my review of Peak Investments Kelowna, a truly outstanding investment team that deserves every bit of praise and recognition.

  Their team of experts is incredibly knowledgeable, dedicated, and always ready to go the extra mile to ensure their clients’ success. The level of professionalism and expertise they bring to the table is unparalleled. Brett and Chad are extremely knowledgeable and take time to explain each question asked. As for Melissa she gets equal praise for her friendly helpful nature. Melissa’s unparalleled turnaround time for every email sent to her.

  Another aspect that impressed me about Peak Investments is their commitment to transparency and integrity. They keep their clients informed every step of the way, providing regular updates and insights into the market trends and performance of their investments. This level of transparency instills a sense of trust and confidence in their clients, making them feel secure in their investment decisions.

  The entire team is absolutely the best. It’s evident that they genuinely care about their clients’ success and are willing to go above and beyond to ensure it. Their commitment to achieving the best possible outcomes for their clients is truly commendable.

  In conclusion, Peak Investments is an amazing investment firm that deserves a resounding five-star rating. Their expertise, transparency, personalized approach, and exceptional results make them a top choice for anyone looking to grow their wealth and achieve financial success. I highly recommend Peak Investments to any person that has money in mutual funds.

  Sean Ayers✭✭✭✭✭

  a month ago

  The team at PEAK is awesome! Even though I am not a large client of theirs, I feel significant. There’s always a person to connect with, which matters, and their advice is personal, never generic.

  I can’t recommend PEAK enough.

Smarter Financial Planning Ltd.

• Address: 3030 Pandosy St #214, Kelowna, BC V1Y 0C4, Canada
• Map: Click here
• Rating: 4.6 (11)

Thom & Associates Financial Planners Inc.

• Address: 1890 Cooper Rd #312, Kelowna, BC V1Y 8B7, Canada
• Map: Click here
• Rating: 5 (11)

Peters Wealth Management

• Address: 1447 Ellis St #304, Kelowna, BC V1Y 2A3, Canada
• Map: Click here
• Rating: 5 (10)

Bird Moore Advisory Group of Raymond James Ltd.

• Address: 1726 Dolphin Ave #500, Kelowna, BC V1Y 9R9, Canada
• Map: Click here
• Rating: 5 (9)

Bay & Associates

• Address: 600, 1631 Dickson Ave Floor 6, Kelowna, BC V1Y 0B5, Canada
• Map: Click here
• Rating: 5 (6)

Discover top consulting firms in various cities, like those mentioned in Victoria, Vancouver and Midland, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Kelowna, British Columbia, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Kelowna

Kelowna, located in British Columbia, Canada, is home to several financial consulting firms that provide valuable services to businesses and individuals alike. Here are three of the top financial consulting firm alternatives that are popular in Kelowna:

• Grant Thornton LLP: Grant Thornton is a global professional services network of independent accounting and consulting firms. They offer a wide range of financial consulting services, including tax advisory, mergers and acquisitions, risk management, and business valuation. With their expertise and global reach, Grant Thornton is a trusted choice for businesses in Kelowna.
• PwC Kelowna: PwC, also known as PricewaterhouseCoopers, is one of the leading professional services firms in the world. Their Kelowna office offers various financial consulting services, such as financial planning and analysis, performance improvement, and regulatory compliance. With their extensive experience and commitment to delivering high-quality solutions, PwC is a top choice for businesses seeking financial consulting in the area.
• KPMG Kelowna: KPMG is a well-known global network of professional firms providing audit, tax, and advisory services. Their Kelowna office offers comprehensive financial consulting services, including strategic planning, cost optimization, market analysis, and financial due diligence. With their deep industry knowledge and innovative approach, KPMG is a trusted advisor for businesses navigating complex financial challenges.

When choosing a financial consulting firm in Kelowna, it’s important to consider factors such as reputation, expertise, and the specific services offered. These three alternatives – Grant Thornton LLP, PwC Kelowna, and KPMG Kelowna – have established themselves as leaders in the industry and are highly recommended choices for businesses seeking financial consulting services in the area.

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