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Financial Planners in Penticton, BC

How to choose a financial planner in Penticton

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.

Kelli Melo

Sr. Financial Advisor

CIBC Imperial Service

Penticton, BC

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Bruce Barker

Certified Financial Planner

IPC Investment Corporation

Penticton, BC

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Chris Hawkins

Senior Financial Consultant

Investors Group Financial Services Inc.

Penticton, BC

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Brad Lee

Senior Financial Consultant

IG Wealth Management

Penticton, BC

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Bernard Perez

Financial Advisor

First West Credit Union, Valley First Region

Penticton, BC

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