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Financial Advisors in Kamloops, BC: 2026 rankings

24 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Kamloops: Boudreau & Associates IG Private Wealth Management - Kelsey Boudreau, CFP RRC, RFA Score 75/100; 5.0★ from 50 Google reviews.

  2. 19

    Most-reviewed: Scotiabank, 94 Google reviews at 2.1★, the most of 24 ranked; ranked #19.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

24 Kamloops financial advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 24 rated firms.

Top 10 financial advisors in Kamloops at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Kamloops at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Boudreau & Associates IG Private Wealth Management - Kelsey Boudreau, CFP RRC755.0★ (50)KamloopsTop score
2Wealthy Roots Financial735.0★ (37)Kamloops—
3Generation Private Wealth (formerly Abbott Wealth Management Inc.) / Harbourfront Wealth Management714.8★ (24)Kamloops—
4IG Wealth Management - Nat Jackson, CFP RRC715.0★ (20)Kamloops—
5IPC Investment Corp: Matthew Griffin CFP705.0★ (17)Kamloops—
6Steve Passmore | Sun Life Financial Advisor695.0★ (14)Kamloops—
7Corrigan Financial Group Inc684.9★ (11)Kamloops—
8Edward Jones - Financial Advisor: Spencer Watson685.0★ (9)Kamloops—
9Fred Zhou - TD Financial Planner685.0★ (9)Kamloops—
10IG Wealth Management673.7★ (15)Kamloops—

All 24 financial advisors in Kamloops, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Kamloops

    #1 Boudreau & Associates IG Private Wealth Management - Kelsey Boudreau, CFP RRC

    Based in Kamloops

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 50 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    121 5 Ave Unit 301, Kamloops, BC V2C 0M1
    View profile for Boudreau & Associates IG Private Wealth Management - Kelsey Boudreau, CFP RRC(250) 372-0380

  2. #2 Wealthy Roots Financial

    Based in Kamloops

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Tue 8:30 AM–4:30 PM · Wed closed · Thu–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    500 Victoria St, Kamloops, BC V2C 2B2
    View profile for Wealthy Roots Financial(250) 828-2800

  3. #3 Generation Private Wealth (formerly Abbott Wealth Management Inc.) / Harbourfront Wealth Management

    Based in Kamloops

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 24 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 24 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–1 PM · Sat–Sun closed
    Address
    1211 Summit Dr #207, Kamloops, BC V2C 5R9
    View profile for Generation Private Wealth (formerly Abbott Wealth Management Inc.) / Harbourfront Wealth Management(250) 372-3736

  10. #10 IG Wealth Management

    Based in Kamloops

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.7★ from 15 Google reviews, listed on Google as “Financial advisor”.

    • 3.7★ from 15 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    121 5 Ave Unit 301, Kamloops, BC V2C 0M1
    View profile for IG Wealth Management(250) 372-2955

  16. #16 Primerica Financial Svc

    Based in Kamloops

    64/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.0★ from 4 Google reviews, listed on Google as “Financial consultant”.

    • 3.0★ from 4 Google reviews
    Hours
    Mon–Thu 9:30 AM–1 PM · Fri 9:30 AM–12 PM · Sat–Sun closed
    Address
    1295 12th St, Kamloops, BC V2B 3C8
    View profile for Primerica Financial Svc(250) 314-1712

  18. #18 Beem Credit Union

    Based in Kamloops

    63/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 2.3★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 2.3★ from 3 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    1210 Summit Dr #370, Kamloops, BC V2C 6M1
    View profile for Beem Credit Union(855) 336-2336

  19. #19 Scotiabank

    Based in Kamloops

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 2.1★ from 94 Google reviews, listed on Google as “Financial planner”.

    • 2.1★ from 94 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    500 Notre Dame Dr, Kamloops, BC V2C 6T6
    View profile for Scotiabank(250) 314-5475

  20. #20 Tara Sales Mortgages

    Based in Kamloops

    61/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Mortgage broker”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    348 Tranquille Rd, Kamloops, BC V2B 8L5
    View profile for Tara Sales Mortgages(250) 320-4110

  21. #21 Bromwich+Smith

    Based in Kamloops

    57/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial institution”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 8 AM–8 PM · Fri–Sun 8 AM–5 PM
    Address
    500 Victoria St, Kamloops, BC V2C 2B2
    View profile for Bromwich+Smith(855) 884-9243

  23. #23 Scotiabank

    Based in Kamloops

    56/100RFA Score

    Ranked #23 because of its Google rating and review volume: 3.0★ from 34 Google reviews.

    • 3.0★ from 34 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    276 Victoria St, Kamloops, BC V2C 2A2
    View profile for Scotiabank(250) 314-3950

Also serving Kamloops

20 more financial advisors within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Kamloops
BusinessGoogle ratingDistance
Altura Private Wealth5.0★ (2)In Kamloops
BMO Nesbitt Burns5.0★ (1)In Kamloops
BMO Private Wealth1.0★ (2)In Kamloops
Bradford Financial Svc Inc5.0★ (2)In Kamloops
Bradford Wealth Partners IPC Securities Corporation - Casey Cullen & Hee Young ChungIn Kamloops
CIBC Financial Advisor: Ashly Jack1.0★ (1)In Kamloops
CIBC Financial Advisor: CJ Einfeld1.0★ (1)In Kamloops
CIBC Financial Advisor: Lara Held5.0★ (1)In Kamloops
CIBC Wood Gundy Kamloops3.5★ (2)In Kamloops
Cory McKinnon / Dan McKinnon Manulife Financial Retirement Planning Specialists5.0★ (1)In Kamloops
D. W. Page Wealth Management Ltd.5.0★ (1)In Kamloops
Edward Jones - Financial Advisor: Brad Henry5.0★ (1)In Kamloops
Edward Jones - Financial Advisor: Rodney Lamb5.0★ (1)In Kamloops
Edward Jones - Financial Advisor: Tyson Andrykew5.0★ (2)In Kamloops
IG Wealth Management - CAM RAUSCHENBERGER, BTM, CFP5.0★ (1)In Kamloops
Kamloops of RBC Dominion Securities Inc.5.0★ (1)In Kamloops
Les Consenheim - Raymond James Ltd.5.0★ (1)In Kamloops
Sun Life Financial Kamloops5.0★ (2)In Kamloops
Total Wealth with PEAK Financial3.0★ (2)In Kamloops
World Financial Group (WFG)5.0★ (1)In Kamloops

How we ranked Kamloops financial advisors

We scored 24 Kamloops financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Kamloops data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Kamloops: frequently asked questions

Which financial advisor has the highest RFA Score in Kamloops?

By RFA Score, the highest-ranked financial advisor in Kamloops, BC is Boudreau & Associates IG Private Wealth Management - Kelsey Boudreau, CFP RRC with an RFA Score of 75/100. It has 5.0★ from 50 Google reviews. Wealthy Roots Financial (#2) and Generation Private Wealth (formerly Abbott Wealth Management Inc.) / Harbourfront Wealth Management (#3) follow. We ranked 24 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Kamloops?

RankedFinancialAdvisors ranks 24 financial advisors serving Kamloops, BC. 24 of them are based in Kamloops; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Kamloops work on weekends?

3 of 24 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Leede Jones Gable Inc. (#17), Scotiabank (#19) and Bromwich+Smith (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Kamloops financial advisors have?

The median Google rating among 24 rated financial advisors in Kamloops is 5.0★, with a median of 10 reviews. Scotiabank has the most, 94 reviews, and ranks #19. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Kamloops count in this ranking?

Yes, if they are within 40 km of the Kamloops city centre, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Kamloops ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial advisors in Kamloops?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Kamloops

  1. November 2026: RFA Scores recalculated for 24 financial advisors serving Kamloops.

More financial advisors and Kamloops pages

Financial advisors near Kamloops