Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.
CEO
Peters Wealth Management & Insurance Solutions
Kelowna, BC
Licensed CEO for Fourteen Years years
Planning With Purpose & Integrity - Licensed in BC, AB, SK, & MB
CEO
Peters Wealth Management & Insurance Solutions
Kelowna, BC
Licensed CEO for Fourteen Years years
Planning With Purpose & Integrity - Licensed in BC, AB, SK, & MB
Certified Financial Planner®
Clear Worth Financial Group
Kelowna, BC
Licensed Certified Financial Planner® for 16 years
Tamara Pals is a Certified Financial Planner® based in the Okanagan who is passionate about making financial planning approachable and practical for everyone. As the founder of Clear Worth Financial Group, she works alongside business owners, entrepreneurs, and families to bring clarity to their finances and confidence to their decision-making.
Certified Financial Planner®
Clear Worth Financial Group
Kelowna, BC
Licensed Certified Financial Planner® for 16 years
Tamara Pals is a Certified Financial Planner® based in the Okanagan who is passionate about making financial planning approachable and practical for everyone. As the founder of Clear Worth Financial Group, she works alongside business owners, entrepreneurs, and families to bring clarity to their finances and confidence to their decision-making.
