Financial Advisor in Kelowna, British Columbia
How ANAI helps Kelowna businesses
- ✓ Answer customer questions 24/7 — no staff needed
- ✓ Capture leads after hours
- ✓ Respond in English, French, and Vietnamese
- ✓ Setup in 1 week, founder-assisted
Is your Kelowna business listed?
Businesses in Kelowna come from government registries and open places data. Find yours:
All listings
39 listings
- Benewealth Strategies Inc
- Bird Moore Advisory Group
- Bradley Serl - BMO Financial Planner
- Brandon Foster, Wealth Advisor
- Canaccord Genuity Cor
- Certified Financial Planner Kelowna
- Clear Worth Financial Group
- Edward Jones
- FocalPoint Financial Group Inc.
- Forever Financial Services Ltd.
- Gibbings and Associates Private Wealth Management
- Goplan Inc.
- Gronsdahl Wealth Management
- IG Wealth Management
- Inglis Private Investment Counsel
- Jason Blucke CFP, CIM, BBA - IG Wealth Management
- Jassy Braich Mortgages
- Kaylyn Martin
- Legacy Wealth
- Mission Creek Wealth Management Group
- Mountain Planning Group Inc.
- National Bank Financial
- Nicole Griffin - Financial Security Advisor and Investment Representative
- Peacock Sheridan Group
- PEAK Investment Services
- ProsperWise Advisors
- Raymond James Kelowna - Corporate Branch
- Rick Adrian
- Russo Wealth Management at Raymond James Ltd.
- Scotia Wealth Management
- Seravue Financial
- Smarter Financial Planning
- Solid State Wealth Inc.
- Springleaf Financial Group Inc
- Sun Life Kelowna
- The Morcom Wealth Management Group
- Tuff Risk
- Wade Stolz - RBC Dominion Securities Inc.
- World Financial Group