4 Best Gold IRA Investment Companies Near Me in Kamloops, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Wealthy Roots Financial
ADDRESS: 500 Victoria St, Kamloops, BC V2C 2B2, Canada
NUMBER: +1 250-828-2800
DESCRIPTION FROM BUSINESS: Wealthy Roots Financial is a company built on the foundation of caring. Their number one goal is to deliver excellent service, all the while building lasting relationships with their clients.
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I highly recommend Wealthy Roots, after having only bad experiences with financial planners we have finally landed with the best duo possible and it’s so refreshing! They are professional, knowledgeable, have great communication and bonus, they are kind. We are very happy with our decision to move our investments to them and look forward to a great working relationship with Wealthy Roots Financial. – Kristina Froment
REVIEW #2 – Sandy and Shelby take the time to understand my financial goals, risk tolerance, and long-term plans. Overall, their expertise has made a significant positive impact on my financial wellbeing. I highly recommend them as caring and highly knowledgeable financial advisors! – Lori Levitt
REVIEW #3 – Sandy has been my financial investor for years, providing sound advise and direction. She has always shown genuine friendliness and concern to me, as a client. I was thrilled when Sandy and Shelby joined forces with their business of Wealthy Roots Financial. I have had the opportunity working with both of them on my investments’. I have been impressed with their investment knowledge, ease of working together, caring and interest in what is best for my situation. I highly recommend them whether it is a large or minimal investment. – Marlene McKay
REVIEW #4 – We were with two of the largest investment firms in Canada for several years, and had minimal service or results from our investments. In the first year with Wealthy Roots we’ve had more contact, meetings, recommended actions and investment growth than we saw in several years with the big firms. It’s nice to not only be acknowledged, but also have results! Shelby and Sandy are lovely to work with, and are loaded with information and advice that is not focused on what’s in it for them on investments, insurance and much more. – Tim Conrad (timsbits)
REVIEW #5 – We met with these wonderful ladies to discuss our options and our future. They provided us with valuable and insightful advice. We recommend Wealthy Roots to anyone looking to improve their financial future. – S
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Gilbert Wealth Management
ADDRESS: 1390 Hillside Dr #9, Kamloops, BC V2E 0A6, Canada
NUMBER: +1 250-377-8663
SERVICES: Tax planning, Wealth management, Financial Planning, Investment Advisor, Investment Portfolios, Retirement Savings Plans (RRSP), Tax-Free Savings Account, Alternative Investments, Financial Advisor, Financial Planners, Investment Accounts, Investment Advice, Investment Options, Investment Portfolio, Investments And Savings, Retirement Accounts, Retirement Savings Plans, Tax Free Savings Accounts
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Tony has been a great financial advisor. He takes the time to explain the fundamental elements of his craft, in a way that makes sense to someone not in the industry. I have really appreciated his approach and his investment recommendations have always been solid. I would highly recommend Tony to help you plan and achieve your financial goals. – Lisa Durack
REVIEW #2 – Both Tony and Avery are incredible to work with, very professional and calming. When talking about my portfolio they guided me and explained the financial world we live in extremely well. I highly recommend them when anyone is looking for financial advisors – Kevin Mumford
REVIEW #3 – I strongly recommend Gilbert Wealth Management for financial advisement, portfolio management, retirement planning, estate planning, and to help navigate all the financial implications of life’s major changes. I’ve worked with Tony Gilbert for 20+ years, and his efforts, and that of his team, have contributed significantly to my financial growth and stability. This team ensures regular in-person client visits, consistent and calm communications, and answers all my questions quickly and accurately. Thank you Tony, Avery, and the rest of your team. – Brian MacLeod
REVIEW #4 – Tony has been our financial advisor for over 25 years and has always been there for us for all of our financial decisions. We are going to retire comfortably due to Tony. 🙏 – Brian
REVIEW #5 – Ditch your bank and come over to Gilbert Wealth Management where your money will actually make money – Dariene Andros
Boudreau & Associates IG Private Wealth Management – Kelsey Boudreau, CFP RRC
ADDRESS: 121 5 Ave Unit 301, Kamloops, BC V2C 0M1, Canada
NUMBER: +1 250-372-0380
SERVICES: Cash Management, Estate Planning, Financial Planning, High Net Worth Investing and Tax Planning
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I are always treated with respect and Kelsey is very experienced and knowledgeable about our investment portfolio. IG staff has been serving us well for many years. Again a big thanks for all your dedication Kelsey from Linda and I – donald sabourin
REVIEW #2 – We are very pleased with the services provide by IG Wealth and our Financial Advisor Kelsey Boudreau. She and her team have looked after us for many years now and have always been on top of our financial picture and offered excellent advice. – Sue Falk
REVIEW #3 – Working with Kelsey has been a complete game-changer for our family’s future. From our very first meeting, it was clear that she is a phenomenal listener; she took the time to truly understand our personal goals, fears, and long-term aspirations rather than just treating us like another portfolio.
Kelsey has meticulously crafted a secure financial plan that has provided us with immense peace of mind. Thanks to her expertise and foresight, we now have a solid roadmap that has turned our dreams into a reality. We are officially on track for a happy, stress-free retirement filled with the financial security we always hoped for.
Because of the comfortable plan she established, we can finally focus on our passion for travel and enjoy the ‘dreams’ portion of our lives without hesitation. If you are looking for a professional who combines high-level financial strategy with genuine care and empathy, I cannot recommend Kelsey highly enough! – cary moffat
REVIEW #4 – Kelsey is not only an outstanding individual, but also a true professional in her craft. She understands the importance of living, while also empowering her clients toward financial freedom and stability. I had purchased my disability insurance through a different broker and I was pretty unhappy with the service, especially because I needed to tap into it after a lengthy recovery from a surgery. She and her team were quick to respond, always followed up, and sorted out my policy quickly. I was extremely grateful. She also educated me on other insurance options without any commission breath. She truly cares about her clients. Furthermore, she cares genuinely for her community and empowering women financially. We have worked on a number of community events together and I look forward to working on more. If you want a financial advisor in Kamloops with integrity, look no further! – Jillian McKinnon
REVIEW #5 – My wife and I have had a great experience working with Kelsey. From the beginning, she took the time to understand our specific goals and tailored her approach to fit our situation rather than offering a one-size-fits-all plan. She clearly brings a strong depth of knowledge to her work and applies it in a way that feels practical and relevant to our needs.
She’s patient, accessible, and genuinely dedicated. She’s always willing to answer questions and explain things in a way that makes sense to us. Her communication is clear and realistic, which we really appreciate, and she brings a down-to-earth perspective that makes financial planning feel manageable rather than overwhelming.
Her professionalism, attention to detail, and thoughtful guidance give us a lot of confidence that we’re in good hands. – Alex Marr
Generation Private Wealth (formally Abbott Wealth Management Inc.) / Harbourfront Wealth Management
ADDRESS: 1211 Summit Dr #207, Kamloops, BC V2C 5R9, Canada
NUMBER: +1 250-372-3736
SERVICES: Education savings consulting, Estate planning, Financial planning, Retirement savings consulting, Tax planning, Wealth management, Group Retirement Plans, Investment Accounts, Investment Options, Investment Strategies, Retirement Income Planning, Wealth Advice, Wealth Management
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Mark Bertolli has been my financial adviser for many years and has always given me clear guidance and suggestions regarding estate planning. Our last phone call was brief but very informative. It’s always a pleasure to chat with Mark and I feel that he has our family’s best interests as his primary focus when giving advice. – Margo Wilgosh
REVIEW #2 – We have been clients of Mark for the past six years and thoroughly enjoy our visits. Mark is very straight forward, honest and one that holds our interests equally to that of other clients. We highly recommend others to contact Abbott Wealth Management for all of their financial needs. Thank you! – Myles Hanke
REVIEW #3 – As I wasn’t feeling well the day we had a in office meeting booked Mark then called me at home and we discussed everything I needed to know about my investments. I have been with Mark at Abbott Wealth since 1997 and will continue to do so in the future. It is all about the trust and openness that I have with Mark and the staff at Abbott Wealth. – Sandie Klein
REVIEW #4 – We have been with this company for at least 25 years. We have had John as a financial advisor for probably 15 of those 25 years. He has done a great job for us and we always enjoy our time with him and the staff. Top notch service. I would never hesitate to Recommend John as a financial advisor to anyone, especially if you’re starting out on your financial journey in life. – Jennifer Betuzzi
REVIEW #5 – Thank you to Taylor and Abbott Wealth for speaking to my Grade 12 math students about financial literacy. The presentation was both informative and engaging. The students appreciated the relatable stories and left with a deeper understanding of financial planning and investing. We are grateful for Taylor’s time and expertise, which sparked valuable discussions and will help guide their financial futures. – Deborah Yachiw
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