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Insight Planning Wealth ManagementFinancial advisor in Kelowna, BC

Insight Planning Wealth Management is a financial advisor at 890 Clement Ave Unit 306, Kelowna, BC V1Y 0H8, ranked #6 of 78 financial advisors in Kelowna and rated 5.0 from 56 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Kelowna, BCUpdated 0 paid placements in any rankingHow we rank

Call (778) 488-5577Website ↗

Key facts

Key facts about Insight Planning Wealth Management
Address890 Clement Ave Unit 306, Kelowna, BC V1Y 0H8Get directions
Phone(778) 488-5577
Websiteinsightplanning.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 56 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Kelowna and 1 town within 40 km: West Kelowna.

Based in Kelowna, BCView on map

Opening hours

Opening hours for Insight Planning Wealth Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Insight Planning Wealth Management

How is Insight Planning Wealth Management ranked in Kelowna?

Insight Planning Wealth Management is ranked #6 of 78 financial advisors in Kelowna by RFA Score, with 75 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Insight Planning Wealth Management’s hours?

Insight Planning Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Insight Planning Wealth Management serve?

Serves Kelowna and 1 town within 40 km: West Kelowna. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Insight Planning Wealth Management?

Insight Planning Wealth Management has a rating of 5.0 from 56 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Insight Planning Wealth Management?

Call Insight Planning Wealth Management on (778) 488-5577. The business is at 890 Clement Ave Unit 306, Kelowna, BC V1Y 0H8. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Insight Planning Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Insight Planning Wealth Management (this business)—755.0 (56)NoNo
JP Financial Inc#4774.9 (105)NoNo2.3 km
M. Saini CPA Inc.#5765.0 (71)NoNo1.4 km
PEAK Investment Services Inc.#7744.9 (48)NoNo0.7 km

See all 78 ranked financial advisors in Kelowna