Skip to content

The Morcom Wealth Management Group at Wellington-Altus Private WealthFinancial advisor in Kelowna, BC

The Morcom Wealth Management Group at Wellington-Altus Private Wealth is a financial advisor at Landmark 7 Building, 1700 Dickson Ave Ste 2300, Kelowna, BC V1Y 0L5, ranked #24 of 78 financial advisors in Kelowna and rated 5.0 from 12 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 (844) 734-3219Website ↗

Key facts

Key facts about The Morcom Wealth Management Group at Wellington-Altus Private Wealth
AddressLandmark 7 Building, 1700 Dickson Ave Ste 2300, Kelowna, BC V1Y 0L5Get directions
Phone(844) 734-3219
Websitethemorcomwealthmanagementgroup.ca
HoursMonday to Friday: 8 AM – 3:30 PM
Google rating5.0 from 12 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 The Morcom Wealth Management Group at Wellington-Altus Private Wealth
DayHours
Monday8 AM – 3:30 PM
Tuesday8 AM – 3:30 PM
Wednesday8 AM – 3:30 PM
Thursday8 AM – 3:30 PM
Friday8 AM – 3:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about The Morcom Wealth Management Group at Wellington-Altus Private Wealth

How is The Morcom Wealth Management Group at Wellington-Altus Private Wealth ranked in Kelowna?

The Morcom Wealth Management Group at Wellington-Altus Private Wealth is ranked #24 of 78 financial advisors in Kelowna by RFA Score, with 69 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 The Morcom Wealth Management Group at Wellington-Altus Private Wealth’s hours?

The Morcom Wealth Management Group at Wellington-Altus Private Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 3:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does The Morcom Wealth Management Group at Wellington-Altus Private Wealth 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 The Morcom Wealth Management Group at Wellington-Altus Private Wealth?

The Morcom Wealth Management Group at Wellington-Altus Private Wealth has a rating of 5.0 from 12 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 The Morcom Wealth Management Group at Wellington-Altus Private Wealth?

Call The Morcom Wealth Management Group at Wellington-Altus Private Wealth on (844) 734-3219. The business is at Landmark 7 Building, 1700 Dickson Ave Ste 2300, Kelowna, BC V1Y 0L5. 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 The Morcom Wealth Management Group at Wellington-Altus Private Wealth? 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

The Morcom Wealth Management Group at Wellington-Altus Private Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
The Morcom Wealth Management Group at Wellington-Altus Private Wealth (this business)—695.0 (12)NoNo
Obsidian Financial#22695.0 (13)NoNo2.1 km
Dayton Janz - Financial Planner#23695.0 (12)NoNo0.2 km
Serviss Wealth Management#25695.0 (11)NoNo0.2 km

See all 78 ranked financial advisors in Kelowna