Summit Financial Planners Inc. is an independent financial planning firm with offices in Vernon and Kelowna. Our firm was formed in 1987 to provide financial services to clients throughout the provinces of British Columbia and Alberta.

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving... Read More

O'Callaghan Bilodeau provides a comprehensive range of Chartered Professional Accounting services to individuals and businesses in Vernon and beyond.

We have the largest network of branches and ATMs in Canada so you'll always have quick and convenient access when you need it. Many of our branches have Saturday or evening hours for your banking convenience. Need to deposit cash or cheques after hours? Night Deposit Services are available at most branches. Looking for a Loan, Mortgage or Investment advice?... Read More

We have the largest network of branches and ATMs in Canada so you'll always have quick and convenient access when you need it. Many of our branches have Saturday or evening hours for your banking convenience. Need to deposit cash or cheques after hours? Night Deposit Services are available at most branches. Looking for a Loan, Mortgage or Investment advice?... Read More

We have the largest network of branches and ATMs in Canada so you'll always have quick and convenient access when you need it. Many of our branches have Saturday or evening hours for your banking convenience. Need to deposit cash or cheques after hours? Night Deposit Services are available at most branches. Looking for a Loan, Mortgage or Investment advice?... Read More

BDO Canada LLP is a leading provider of professional services to clients across a variety of sectors and segments. For over 100 years, our team has served communities across Canada through an integrated service offering including accounting, assurance, tax, and consulting services. This is complemented by deep industry knowledge and positions BDO to advise clients with both domestic and global... Read More

As your Vernon financial advisor, we help you build a secure future with a strategy as unique as you are. Whether you are looking for life insurance, retirement planning, or investment advice, we provide trustworthy guidance to help you reach your goals. Based here in the Okanagan, we're dedicated to protecting what matters most to your family while navigating the... Read More

Our goal at Money Concepts has always been to give people the tools to achieve financial independence. Through an integrated approach to personal finance, we help our clients do four things: Assess their current financial situation; Sort out their financial priorities; Set realistic goals; and Put the financial tools in place to achieve these goals.

At Investors Group we are committed to building personalised solutions on an individual basis. We nurture relationships by working with clients and guiding them through their financial life. And, we've been doing this for over 75 years. At Investors Group our clients are not an account, or a number. They are people, members of our community.

Equuis Wealth Management helps clients with their personal and business financial and wealth management needs anywhere in British Columbia and Alberta including estate planning, retirement planning, investment management, insurances, and more. <p> Managing wealth is not just about a return on your investments and financial abundance. When you have a sound financial plan and your money is working for you,... Read More