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Investia Financial Services Inc. and Mary Jane BanksFinancial advisor in Kelowna, BC

Investia Financial Services Inc. and Mary Jane Banks is a financial advisor in Kelowna, BC, ranked #30 of 48 financial planners in Kelowna and rated 5.0 from 4 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 (250) 769-4458Website ↗

Key facts

Key facts about Investia Financial Services Inc. and Mary Jane Banks
Phone(250) 769-4458
Websitemoneylifecoach.ca
HoursMonday to Friday: 9:30 AM – 4 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

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

Based in Kelowna, BCView on map

Opening hours

Opening hours for Investia Financial Services Inc. and Mary Jane Banks
DayHours
Monday9:30 AM – 4 PM
Tuesday9:30 AM – 4 PM
Wednesday9:30 AM – 4 PM
Thursday9:30 AM – 4 PM
Friday9:30 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Investia Financial Services Inc. and Mary Jane Banks

How is Investia Financial Services Inc. and Mary Jane Banks ranked in Kelowna?

Investia Financial Services Inc. and Mary Jane Banks is ranked #30 of 48 financial planners in Kelowna by RFA Score, with 66 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 Investia Financial Services Inc. and Mary Jane Banks’ hours?

Investia Financial Services Inc. and Mary Jane Banks is open Monday to Friday. Its listed hours are Monday to Friday, 9:30 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Investia Financial Services Inc. and Mary Jane Banks 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 Investia Financial Services Inc. and Mary Jane Banks?

Investia Financial Services Inc. and Mary Jane Banks has a rating of 5.0 from 4 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 Investia Financial Services Inc. and Mary Jane Banks?

Call Investia Financial Services Inc. and Mary Jane Banks on (250) 769-4458. 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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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Investia Financial Services Inc. and Mary Jane Banks compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Investia Financial Services Inc. and Mary Jane Banks (this business)—665.0 (4)NoNo
National Bank Financial#28662.9 (15)NoNo15.6 km
BDO Canada LLP - Kelowna#29662.8 (17)NoNo15.6 km
Co-operators#31662.9 (47)NoNo12.1 km

See all 48 ranked financial planners in Kelowna