Skip to content

LAKESIDE FINANCIAL PLANNINGFinancial advisor in Kelowna, BC

LAKESIDE FINANCIAL PLANNING is a financial advisor at 550 West Ave #221, Kelowna, BC V1Y 4Z4, ranked #34 of 78 financial advisors in Kelowna and rated 4.6 from 10 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) 712-1131Website ↗

Key facts

Key facts about LAKESIDE FINANCIAL PLANNING
Address550 West Ave #221, Kelowna, BC V1Y 4Z4Get directions
Phone(250) 712-1131
Websitelakesidefinancialplanning.com
HoursMonday to Friday: 8:30 AM – 4:30 PM
Google rating4.6 from 10 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 LAKESIDE FINANCIAL PLANNING
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about LAKESIDE FINANCIAL PLANNING

How is LAKESIDE FINANCIAL PLANNING ranked in Kelowna?

LAKESIDE FINANCIAL PLANNING is ranked #34 of 78 financial advisors in Kelowna by RFA Score, with 68 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 LAKESIDE FINANCIAL PLANNING’s hours?

LAKESIDE FINANCIAL PLANNING is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does LAKESIDE FINANCIAL PLANNING 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 LAKESIDE FINANCIAL PLANNING?

LAKESIDE FINANCIAL PLANNING has a rating of 4.6 from 10 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 LAKESIDE FINANCIAL PLANNING?

Call LAKESIDE FINANCIAL PLANNING on (250) 712-1131. The business is at 550 West Ave #221, Kelowna, BC V1Y 4Z4. 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.

Own LAKESIDE FINANCIAL PLANNING? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

LAKESIDE FINANCIAL PLANNING compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
LAKESIDE FINANCIAL PLANNING (this business)—684.6 (10)NoNo
Financial Dream Solutions Inc.#32685.0 (9)NoNo2.8 km
Edward Jones - Financial Advisor: Chantal Diaz, CEA®|MFA-P™#33685.0 (9)NoNo2.7 km
SWAN Wealth Management, Cross-Border Financial Advisors#35685.0 (8)NoNo2.4 km

See all 78 ranked financial advisors in Kelowna