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Investment Advisors in Kelowna, BC: 2026 rankings

34 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Kelowna: Alexsandra Katsen Insurance, RFA Score 69/100; 5.0★ from 150 Google reviews.

  2. 3

    Most-reviewed: Matte & Associates Financial Solutions, 130 Google reviews at 5.0★, the most of 34 ranked after Alexsandra Katsen Insurance; ranked #3.

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

34 Kelowna investment advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 34 rated firms.

Top 10 investment advisors in Kelowna 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 investment advisors in Kelowna at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Alexsandra Katsen Insurance695.0★ (150)Kelowna—Top score
2Northern Alliance Trust695.0★ (8)Kelowna——
3Matte & Associates Financial Solutions685.0★ (130)Kelowna—Most reviews
4Odlum Brown Limited Kelowna684.3★ (8)Kelowna——
5Edward Jones - Financial Advisor: Shayn Moritz, CFP®665.0★ (3)Kelowna——
6Insight Planning Wealth Management655.0★ (56)Kelowna——
7PEAK Investment Services Inc.644.9★ (48)Kelowna——
8Blucke & Associates IG Private Wealth Management645.0★ (42)Kelowna——
9Certified Financial Planner Kelowna ~ C. Scott Turner, Investment Advisor645.0★ (13)KelownaSat · Sun · Evenings—
10Michal Sluka PREC645.0★ (36)KelownaSat · Sun · Evenings—

All 34 investment advisors in Kelowna, 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.

  10. #10 Michal Sluka PREC

    Based in Kelowna

    64/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Real Estate Agency”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    1890 Cooper Rd #1, Kelowna, BC V1Y 3H4
    View profile for Michal Sluka PREC(778) 392-8090

  14. #14 Co-operators

    Based in Kelowna

    61/100RFA Score

    Ranked #14 because of its Google rating and review volume: 3.9★ from 67 Google reviews.

    • 3.9★ from 67 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1502 Sutherland Ave #201, Kelowna, BC V1Y 5Y6
    View profile for Co-operators(250) 861-3777

  18. #18 Edward Jones - Financial Advisor: Jonathan D Dobroskay, CFP®, CEPA®

    Based in West Kelowna, 11 km away

    59/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    2300 Carrington Rd Unit 170, West Kelowna, BC V4T 2N6
    View profile for Edward Jones - Financial Advisor: Jonathan D Dobroskay, CFP®, CEPA®(250) 768-8218

  23. #23 Edward Jones - Financial Advisor: Jeffrey Hayes, CFP®|CLU®|CEPA®

    Based in West Kelowna, 11 km away

    58/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    3011 Louie Dr Suite 203, Westbank, BC V4T 3K3
    View profile for Edward Jones - Financial Advisor: Jeffrey Hayes, CFP®|CLU®|CEPA®(250) 448-1975

  25. #25 National Bank Financial

    Based in Kelowna

    57/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 2.9★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 2.9★ from 15 Google reviews
    Hours
    Mon–Fri 7:30 AM–3:30 PM · Sat–Sun closed
    Address
    Landmark 6, 1631 Dickson Ave Ste 1710, Kelowna, BC V1Y 7W6
    View profile for National Bank Financial(250) 717-5510

All 34 investment advisors

#1 to #25 are shown in full above. Here are #26 to #34, in RFA Score order; each links to its profile.

investment advisors in Kelowna, ranks 26 to 34
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Victoria E Fischer565.0★ (3)In Kelowna
27Arborwise Financial Solutions Inc - Sun Life Advisors565.0★ (3)In Kelowna
28Edward Jones - Financial Advisor: Timothy Kim, CFP®565.0★ (3)In Kelowna
29Co-operators562.9★ (47)4 km
30Wood Gundy Kelowna Branch552.1★ (7)In Kelowna
31Edward Jones - Financial Advisor: Desmond B Dobroskay555.0★ (4)11 km
32Scotiabank542.4★ (63)In Kelowna
33Scotiabank532.2★ (65)In Kelowna
34Scotiabank511.9★ (89)In Kelowna

Also serving Kelowna

20 more investment 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 investment advisors serving Kelowna
BusinessGoogle ratingDistance
Amano Financial Advisory Services Ltd.5.0★ (27)In Kelowna
Beem Credit Union2.5★ (13)In Kelowna
Bromwich+Smith4.5★ (35)In Kelowna
CIBC Financial Advisor: Jason Doucet5.0★ (16)In Kelowna
Dayton Janz - Financial Planner5.0★ (12)In Kelowna
DKL Financial Group4.9★ (10)In Kelowna
Engevik Saleski Group, CFP - IG Wealth Management5.0★ (38)In Kelowna
Financial Dream Solutions Inc.5.0★ (9)In Kelowna
FocalPoint Financial Group Inc.5.0★ (22)In Kelowna
IG Wealth Management3.9★ (14)In Kelowna
JP Financial Inc4.9★ (105)In Kelowna
Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management5.0★ (95)In Kelowna
LAKESIDE FINANCIAL PLANNING4.6★ (10)In Kelowna
Mark O'Hara Financial Planning5.0★ (10)In Kelowna
Noble Pannu Wealth Management4.6★ (9)In Kelowna
Obsidian Financial5.0★ (13)In Kelowna
Serviss Wealth Management5.0★ (11)In Kelowna
Smarter Financial Planning Ltd.4.7★ (17)In Kelowna
Sterling Advisory Inc.5.0★ (132)In Kelowna
SWAN Wealth Management, Cross-Border Financial Advisors5.0★ (8)In Kelowna

How we ranked Kelowna investment advisors

We scored 34 Kelowna investment 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 Kelowna 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Kelowna: frequently asked questions

Which investment advisor has the highest RFA Score in Kelowna?

By RFA Score, the highest-ranked investment advisor in Kelowna, BC is Alexsandra Katsen Insurance with an RFA Score of 69/100. It has 5.0★ from 150 Google reviews. Northern Alliance Trust (#2) and Matte & Associates Financial Solutions (#3) follow. We ranked 34 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Kelowna?

RankedFinancialAdvisors ranks 34 investment advisors serving Kelowna, BC. 30 of them are based in Kelowna; 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 investment advisors in Kelowna work on weekends?

5 of 34 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Certified Financial Planner Kelowna ~ C. Scott Turner, Investment Advisor (#9), Michal Sluka PREC (#10) and Peters Wealth Management & Insurance Solutions (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Kelowna investment advisors have?

The median Google rating among 34 rated investment advisors in Kelowna is 5.0★, with a median of 14 reviews. Alexsandra Katsen Insurance has the most, 150 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Kelowna count in this ranking?

Yes, if they are within 40 km of the Kelowna city centre, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Kelowna ranked?

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

How do I check an investment 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 investment advisors in Kelowna?

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 investment 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 Kelowna

  1. November 2026: RFA Scores recalculated for 34 investment advisors serving Kelowna.

More investment advisors and Kelowna pages