Toic Wealth ManagementFinancial advisor in Kelowna, BC

Toic Wealth Management is a financial advisor at 1350 St Paul St #201, Kelowna, BC V1Y 2E1, ranked #47 of 78 financial advisors in Kelowna and rated 5.0 from 5 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 November 9, 20260 paid placements in any rankingHow we rank

Call (250) 869-9636

Key facts

Key facts about Toic Wealth Management
Address	1350 St Paul St #201, Kelowna, BC V1Y 2E1Get directions
Phone	(250) 869-9636
Hours	Monday to Friday: 9 AM – 4 PM
Google rating	5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Wealth Managementbusiness name

Service area

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

Based in Kelowna, BCView on map

Opening hours

Opening hours for Toic Wealth Management
Day	Hours
Monday	9 AM – 4 PM
Tuesday	9 AM – 4 PM
Wednesday	9 AM – 4 PM
Thursday	9 AM – 4 PM
Friday	9 AM – 4 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Toic Wealth Management

How is Toic Wealth Management ranked in Kelowna?

Toic Wealth Management is ranked #47 of 78 financial advisors in Kelowna by RFA Score, with 67 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 Toic Wealth Management’s hours?

Toic Wealth Management 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 Toic 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 Toic Wealth Management?

Toic Wealth Management has a rating of 5.0 from 5 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 Toic Wealth Management?

Call Toic Wealth Management on (250) 869-9636. The business is at 1350 St Paul St #201, Kelowna, BC V1Y 2E1. 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

Toic Wealth Management compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Toic Wealth Management (this business)	—	67	5.0 (5)	No	No
iA Private Wealth	#45	67	5.0 (5)	No	No	3.3 km
Edward Jones - Financial Advisor: Theresa Coates-Pouliot	#46	67	5.0 (5)	No	No	0.7 km
ProsperWise Advisors	#48	67	5.0 (5)	No	No	0.4 km

See all 78 ranked financial advisors in Kelowna