Find A Fee-Based or Fee-Only Financial Planner In Kelowna
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Karen Erickson & Kayla Caruana
CFP®, BBA, RRC
IG Private Wealth Management
Karen, Kayla & team are absolutely amazing!
We are thankful & highly trust in their expertise in managing our investments.
And the customer service always exceeds are expectations.
Highly recommend!
Donna Wilcox
C. Scott Turner
CFP®, CIM
Aligned Capital Partners
We have been clients of Scott's for 10 years and he has always provided great advice for us in the market.
We are extremely pleased with the returns we have made and would recommend his services to anyone!
Mike Wright
Brett Slutker
CFP®, CPCA®, EPC™, CCS™
Peak Investment Services
Brett, Melissa & Shannon deserve more than the 5 starts allotted here! I'm so grateful I have this team in my corner.
They always go above and beyond. I feel at ease knowing my financial life is looked after holistically, kept up to date & continually optimized as life throws curveballs at me.
I'm always confident recommending the Peak team to my friends and family. No matter your financial situation or stage, they're kind, supportive, responsive & always have my best interests in mind.
Everyone should be this comfortable and confident with their financial team!
Laure Nielson
Jason Blucke
CFP®, CIM, BBA
IG Private Wealth Management
Jason is a fantastic advisor who really takes the time to understand our families goals and needs.
Our family is very happy with Jason and his advice and trust him with our financial planning.
Him and his staff are very knowledgeable and professional and I would recommend him to anyone.
Bradley Gunn
Choosing Your Next Fee-Based Advisor or Fee-Only Financial Planner
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