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Financial Advisors in Okanagan, BC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Okanagan: Co-operators - Bracken Insurance Services Ltd, RFA Score 66/100; 4.4★ from 50 Google reviews.

  2. 23

    Most-reviewed: BMO Bank of Montreal, 142 Google reviews at 1.8★, the most of 31 ranked; ranked #23.

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

31 Okanagan financial advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.7★ across 31 rated firms.

Top 10 financial advisors in Okanagan 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 Okanagan at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Co-operators - Bracken Insurance Services Ltd664.4★ (50)Vernon, 12 km away—Top score
2CIBC Wood Gundy Vernon Branch624.5★ (20)Vernon, 12 km away——
3Angela Moore - IG Wealth Management625.0★ (14)Vernon, 13 km away——
4Fenske Financial Coaching & Planning625.0★ (14)Vernon, 12 km awayEvenings—
5Scotiabank602.6★ (71)Vernon, 11 km awaySat—
6De Thomas Wealth Management605.0★ (9)Vernon, 13 km away——
7Edward Jones - Financial Advisor: Cathy Horcoff594.8★ (20)Salmon Arm, 38 km away——
8Clark Robinson Chartered Professional Accountants593.9★ (10)Vernon, 12 km away——
9Edward Jones - Financial Advisor: Deanna Beaudoin, CEPA®594.4★ (8)Vernon, 13 km away——
10Scotiabank592.5★ (46)Vernon, 12 km away——

All 31 financial advisors in Okanagan, 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.

  5. #5 Scotiabank

    Based in Vernon, 11 km away

    60/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 2.6★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 2.6★ from 71 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
    4790 27 St, Vernon, BC V1T 4Y6
    View profile for Scotiabank(250) 260-5529

  10. #10 Scotiabank

    Based in Vernon, 12 km away

    59/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 2.5★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 2.5★ from 46 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    3213 30th Ave, Vernon, BC V1T 6M6
    View profile for Scotiabank(250) 260-5500

  16. #16 IG Wealth Management

    Based in Vernon, 13 km away

    57/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2899 30th Ave suite 200, Vernon, BC V1T 8G1
    View profile for IG Wealth Management(250) 545-9188

  18. #18 Miller Wealth

    Based in Salmon Arm, 38 km away

    57/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 12 Google reviews
    Address
    91 Hudson Ave NE, Salmon Arm, BC V1E 4H8
    View profile for Miller Wealth(250) 804-8390

  19. #19 BMO Bank of Montreal

    Based in Salmon Arm, 38 km away

    57/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.0★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 3.0★ from 54 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    231 Trans-Canada Hwy, Salmon Arm, BC V1E 4P9
    View profile for BMO Bank of Montreal(250) 832-7168

  20. #20 Beem Credit Union

    Based in Vernon, 11 km away

    57/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 2.8★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 2.8★ from 6 Google reviews
    Hours
    Mon 9:30 AM–5 PM · Tue 9:30 AM–4:30 PM · Wed closed · Thu–Fri 9:30 AM–4:30 PM · Sat–Sun closed
    Address
    4301 32 St, Vernon, BC V1T 9G8
    View profile for Beem Credit Union(855) 336-2336

  23. #23 BMO Bank of Montreal

    Based in Vernon, 13 km away

    56/100RFA Score

    Ranked #23 because of specialty focus and its Google rating: listed on Google as “Financial planner”, 1.8★ from 142 Google reviews.

    • 1.8★ from 142 Google reviews
    Hours
    Mon–Thu 9:30 AM–5 PM · Fri 9:30 AM–6 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    2806 32 St, Vernon, BC V1T 5L7
    View profile for BMO Bank of Montreal(250) 549-4000

  24. #24 Scotiabank

    Based in Salmon Arm, 38 km away

    55/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 2.7★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 52 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    391 Hudson Ave NE, Salmon Arm, BC V1E 4N6
    View profile for Scotiabank(250) 833-3500

  25. #25 Vesta Legacy Planning

    Based in Salmon Arm, 38 km away

    55/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    680 Marine Pk Dr NE #2, Salmon Arm, BC V1E 3L4
    View profile for Vesta Legacy Planning(250) 515-5518

All 31 financial advisors

#1 to #25 are shown in full above. Here are #26 to #31, in RFA Score order; each links to its profile.

financial advisors in Okanagan, ranks 26 to 31
RankBusinessRFA ScoreGoogle ratingDistance
26IG Private Wealth Management - Bill Kennedy555.0★ (7)38 km
27Kal-Mor Mortgages and Investments Ltd525.0★ (15)12 km
28Smart Seller Realty Ltd511.0★ (18)33 km
29Engineered Growth Financial Coaching495.0★ (9)15 km
30MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals474.9★ (14)38 km
31Piccadilly Terrace Retirement Residence423.3★ (4)37 km

Also serving Okanagan

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 Okanagan
BusinessGoogle ratingDistance
All Canadian Investment Corporation1.0★ (2)37 km
BMO Private Wealth3.0★ (2)13 km
CIBC Financial Advisor: Chirag Juthani5.0★ (1)12 km
CIBC Financial Advisor: Harsharan Randhawa4.0★ (2)12 km
CIBC Mortgage Advisor: Marina Mandalari1.0★ (1)12 km
Edward Jones - Financial Advisor: Les T Marx, CFP®5.0★ (1)11 km
Franz VickersonIn Okanagan
Fraser Barker Advisory Group of ACPI5.0★ (1)12 km
HollisWealth/Okanagan Wealth Advisors5.0★ (1)13 km
IG Wealth Management - GREG JONES5.0★ (1)13 km
IPC Investment Corporation - Gary FroatsIn Okanagan
KH Laidman-Betts Inc.5.0★ (2)12 km
Latitude Financial Services Inc. - Sun Life Advisors5.0★ (1)11 km
National Bank Financial - Wealth Management1.0★ (1)13 km
NSJ Investments IncIn Okanagan
S & P Financial Services IncIn Okanagan
Salmon Arm of RBC Dominion Securities Inc.3.0★ (2)38 km
Trainor Financial GroupIn Okanagan
VantageOne Financial Corp.5.0★ (1)10 km
Wolgram Financial ServicesIn Okanagan

How we ranked Okanagan financial advisors

We scored 31 Okanagan 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 Okanagan 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 Okanagan: frequently asked questions

Which financial advisor has the highest RFA Score in Okanagan?

By RFA Score, the highest-ranked financial advisor in Okanagan, BC is Co-operators - Bracken Insurance Services Ltd with an RFA Score of 66/100. It has 4.4★ from 50 Google reviews. CIBC Wood Gundy Vernon Branch (#2) and Angela Moore - IG Wealth Management (#3) follow. We ranked 31 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Okanagan?

RankedFinancialAdvisors ranks 31 financial advisors serving Okanagan, BC. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Okanagan work on weekends?

4 of 31 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Scotiabank (#5), SASCU Credit Union - Salmon Arm Uptown Branch (#21) and BMO Bank of Montreal (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Okanagan financial advisors have?

The median Google rating among 31 rated financial advisors in Okanagan is 4.7★, with a median of 14 reviews. BMO Bank of Montreal has the most, 142 reviews, and ranks #23. 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 Okanagan count in this ranking?

Yes, if they are within 40 km of the Okanagan 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 Okanagan 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 Okanagan?

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 Okanagan

  1. November 2026: RFA Scores recalculated for 31 financial advisors serving Okanagan.

More financial advisors and Okanagan pages