Top Financial Planning Firms in Kelowna

When it comes to securing our financial future, seeking professional guidance from experienced financial planners is essential. In a city renowned for its stunning landscapes and thriving communities, several financial planners stand out for their commitment to excellence and client-centric approach. Let’s take a closer look at some of the top financial planners in Kelowna who are making a significant impact on their clients’ lives.

Benewealth Strategies

Founded in 2006, Benewealth Strategies emerged with a commitment to revolutionize client service. Their core belief centers on prioritizing people over products, delivering personalized solutions and expert advice tailored to each client’s needs. The company fosters transparency by avoiding generic plans and hidden fees, with no sales targets or commissions for their employees. With a combined 30 years of experience, Benewealth’s advisors operate on the principles of integrity and objectivity. Specializing in wealth management, insurance, and employee benefits, the team strives to build long-term relationships with clients who share their values and appreciate their client-centric approach. Benewealth Strategies provides a refreshing and trustworthy take on wealth management, empowering clients to enjoy their wealth and secure their financial future with confidence by preserving clients’ wealth and easing financial stress.

Mountain Planning Group

Mountain Planning Group is a distinguished private wealth management and insurance firm serving clients in Kelowna and beyond. Their client-centric approach is centred around tailoring individual solutions that best serve unique needs and goals. Specializing in financial advice, insurance, and investments, the team guides you on a path to financial security through proven strategies and processes. 

Led by Jeremy Harris, a dedicated Personal Financial Advisor, the team is committed to assisting clients with financial security needs and retirement planning, offering customized strategies that align with their lifestyle and aspirations. With a track record of serving hundreds of business owners and families over two decades, Mountain Planning Group is dedicated to guiding their clients’ financial journey and empowering them to enjoy their lives to the fullest.

Serviss Wealth Management

Serviss Wealth Management, one of Kelowna BC’s largest independent financial planning firms, takes pride in delivering personalized wealth management services to their clients. Managing over $200 Million in client net worth across Kelowna and the Okanagan, their expertise is second to none. Led by Dustin Serviss, a highly esteemed figure in the financial industry, the firm has garnered plenty of accolades over the years.

Renowned for their transparency, Serviss discloses all fees and obligations upfront, forging lasting partnerships with their clients as trusted business partners. From in-house real estate professionals to tax-focused accountants and corporate lawyers, Serviss goes above and beyond to ensure you’re achieving the financial well-being you deserve.

Thom & Associates

With nearly three decades of experience crafting effective financial plans for clients across BC and Alberta, Thom & Associates has earned a reputation for building trust and delivering consistent results. The reason people choose Thom & Associates is simple: they genuinely value their clients. Taking the time to understand each client’s unique needs and aspirations is their top priority.

Led by Ken Thom, a highly accomplished Financial Planner, the team is committed to supporting local businesses and providing specialized expertise in retirement, estate, and tax planning. With a focus on understanding and meeting clients’ unique needs, Thom & Associates stands as a trusted partner on each client’s financial journey, providing peace of mind and proactive guidance throughout the planning process.