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Cardiff, Lee & Associates - IG Wealth ManagementFinancial advisor in Penticton, BC

Cardiff, Lee & Associates - IG Wealth Management is a financial advisor at 300 Riverside Dr Suite 206, Penticton, BC V2A 5Y5, ranked #15 of 22 financial advisors in Penticton and rated 5.0 from 3 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.

Penticton, BCUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Cardiff, Lee & Associates - IG Wealth Management
Address300 Riverside Dr Suite 206, Penticton, BC V2A 5Y5Get directions
Phone(250) 859-0993
Websitecardifflee.ca
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Based in Penticton, BCView on map

Opening hours

Opening hours for Cardiff, Lee & Associates - IG Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Cardiff, Lee & Associates - IG Wealth Management

How is Cardiff, Lee & Associates - IG Wealth Management ranked in Penticton?

Cardiff, Lee & Associates - IG Wealth Management is ranked #15 of 22 financial advisors in Penticton by RFA Score, with 62 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 Cardiff, Lee & Associates - IG Wealth Management’s hours?

Cardiff, Lee & Associates - IG Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What do Google reviews say about Cardiff, Lee & Associates - IG Wealth Management?

Cardiff, Lee & Associates - IG Wealth Management has a rating of 5.0 from 3 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 Cardiff, Lee & Associates - IG Wealth Management?

Call Cardiff, Lee & Associates - IG Wealth Management on (250) 859-0993. The business is at 300 Riverside Dr Suite 206, Penticton, BC V2A 5Y5. 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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Compare nearby financial advisors

Cardiff, Lee & Associates - IG Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Cardiff, Lee & Associates - IG Wealth Management (this business)—625.0 (3)NoNo
BMO Private Wealth#13622.8 (6)NoNo1.7 km
CIBC#14623.0 (5)NoNo3.4 km
Edward Jones - Financial Advisor: Jonathan D Dobroskay, CFP®, CEPA®#16615.0 (17)NoNo37.2 km

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