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Smarter Financial Planning Ltd.Financial advisor in Kelowna, BC

Smarter Financial Planning Ltd. is a financial advisor at 3030 Pandosy St #214, Kelowna, BC V1Y 0C4, ranked #20 of 78 financial advisors in Kelowna and rated 4.7 from 17 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

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Key facts

Key facts about Smarter Financial Planning Ltd.
Address3030 Pandosy St #214, Kelowna, BC V1Y 0C4Get directions
Websitesmarterfinancialplanning.ca
HoursMonday to Friday: 9 AM – 4 PM
Google rating4.7 from 17 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 Smarter Financial Planning Ltd.
DayHours
Monday9 AM – 4 PM
Tuesday9 AM – 4 PM
Wednesday9 AM – 4 PM
Thursday9 AM – 4 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Smarter Financial Planning Ltd.

How is Smarter Financial Planning Ltd. ranked in Kelowna?

Smarter Financial Planning Ltd. is ranked #20 of 78 financial advisors in Kelowna by RFA Score, with 70 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 Smarter Financial Planning Ltd.’s hours?

Smarter Financial Planning Ltd. is open Monday to Friday. Its listed hours are Monday to Friday, 9 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 Smarter Financial Planning Ltd. 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 Smarter Financial Planning Ltd.?

Smarter Financial Planning Ltd. has a rating of 4.7 from 17 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 Smarter Financial Planning Ltd.?

The business is at 3030 Pandosy St #214, Kelowna, BC V1Y 0C4. 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

Smarter Financial Planning Ltd. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Smarter Financial Planning Ltd. (this business)—704.7 (17)NoNo
Gibbings Aylward Group Private Wealth Management#18705.0 (16)NoNo2.9 km
CIBC Financial Advisor: Jason Doucet#19705.0 (16)——4.1 km
Certified Financial Planner Kelowna ~ C. Scott Turner, Investment Advisor#21695.0 (13)YesYes2.9 km

See all 78 ranked financial advisors in Kelowna