4 Best Gold IRA Investment Companies Near Me in Kelowna, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Insight Planning Wealth Management
ADDRESS: 890 Clement Ave Unit 306, Kelowna, BC V1Y 0H8, Canada
NUMBER: +1 778-488-5577
SERVICES: Retirement Planning, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Planning Advice, Financial Strategy, Investment Advisors, Investment Management, Investment Planning, Investment Portfolio, Investment Strategies, Personalized Planning, Wealth Advisor, Wealth Investment, Wealth Management Services
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – It’s about time someone stirred up the financial planning industry, and Shea is clearly the guy to do that. He has built a team that has a genuinely different approach to wealth management, an approach based in simplicity. I love working with people who cut through the noise; professionals you can trust to take care of every aspect of your financial life so that you can continue doing what you do best. The peace of mind that comes with having a competent planner in control of your finances is worth its weight in gold. I have the utmost confidence in Shea and his team, and I happily direct clients at all stages of their life in his direction. – Christy Lovig
REVIEW #2 – My name is Lisa not Grace to begin with. I had been with the same Financial Advisor for more than 20 years and thought he was amazing. When he advised that he was considering retirement I was really upset…and happy for him. He assured me that I would not be left to navigate finding a new firm on my own. After some discussions with the Insight Planning Team I was comfortable with the move. I work mostly with Brayden and he has been fantastic. Very patient, understanding with the ability to pivot when necessary. I would easily recommend Brayden to anyone looking for support with future planning. I have also dealt with Cassi many times and she is so easy to work with and incredibly efficient. – Grace Hart
REVIEW #3 – For over 25 years Shea, and now the team at Insight Planning, have provided me with solid investment guidance and service. Looking back, I have achieved more than I thought possible. I am grateful for the partnership that Shea and team provide and I am excited for tomorrow. – Stephen
REVIEW #4 – I had been working with an advisor for 20+ years and was very pleased with his service. With eventual retirement in mind, he informed his clients that he was beginning a search for a firm that would maintain the level of service we had come to expect. That search resulted in Shea and his colleagues assuming the clients. My former advisor is to be complimented in terms of having his clients in mind and his selection of Insight Planning. Insight is a full service firm offering the full spectrum of financial planning services including insurance, taxation and retirement related matters. Shea, Brayden and Cassi are always quick to respond to inquiries and offer sound advice. What sets Insight apart is the fact that they don’t wait for you to call them. Rather, they take a proactive approach by scheduling regular meetings to review your overall plan. They ask as many (or more) questions as you do in an effort to understand the client and his/her goals. I am very pleased with Insight’s performance and offer my highest recommendation. – gary dick
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management
ADDRESS: Landmark 6, 1631 Dickson Ave Floor 6, Kelowna, BC V1Y 0B5, Canada
NUMBER: +1 250-980-0045
SEVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Comprehensive Financial Plan, Comprehensive Wealth Management, Investment Planning, Investment Portfolio, Personalized Advice, Personalized Financial Plan, Private Wealth Management, Retirement And Estate Plan, Retirement Strategies, Risk Management Strategies, Savings Strategies
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 – Met with Kayla after the passing of my father and had no idea where to start with my financial planning, estate planning and retirement planning. She has incredible knowledge and expertise and made this difficult time a very safe and easy journey for me. I have never felt more comfortable and confidant with anyone in any of my previous financial journeys. Do not hesitate to put your faith in Kayla and Karen – Karen
REVIEW #2 – Karen, Kayla and the team at IG Private Wealth Management are amazing. I’m very happy with the relationship we’ve built. Initially I was skeptical about handing over my investments when I felt comfortable managing them on my own. I’m so glad that I did. They are thorough and professional and have made sure all the I’s are dotted and T’s are crossed with my entire retirement plan. They’ve shown that they always have MY best interests at heart. If you are considering a wealth management firm, I’d highly recommend this team. – Donna Saugstad
REVIEW #3 – My wife and I recently begun collaborating with Karen and Kayla, and their level of assistance is remarkable. They take the time to explain and make sure you walk away understanding every move regarding your financial plan. The quality of service they provide is great! I’d highly recommend them to anyone looking for financial planning. – Oscar Mar
REVIEW #4 – Excellent Team of Professionals. I enjoy my weekly market updates. I remember my first meeting with Kayla. I was impressed with her enthusiasm and knowledge. What surprised me the most was that she took the time to send me a follow up email that contained detailed meeting notes. Who does that anymore? After that I really knew she had listened and understand my changing financial needs. Kayla set me up on a long term TFSA/RRSP plan and brought Karen in to fine tune some of my investments. Both stay in touch on a regular basis, which with the changing market is important. I’m happy they will take me into a care free retirement. – John Lee
REVIEW #5 – *Disclaimer* yes this is my wife and daughter. I have referred many of my friends, colleges, and work acquaintances to their practice for financial advice. I do not know how much money the referrals have, its none of my business. What I do know is the rave reviews I get back from them. I have never had any bad reviews, they are all very grateful I sent them to them for advice. Yes, I am Karen and Kayla’s biggest fan! – Richard Erickson
Matte & Associates Financial Solutions
ADDRESS: 1789 K. L. O. Rd #203, Kelowna, BC V1W 3P3, Canada
NUMBER: +1 250-869-8695
SERVICES: Estate planning, Financial planning, General investment consulting, Insurance-related financial advisement, Investment advising, Tax planning, Term life insurance, Wealth management, Investment And Estate Planning, Investment Plans, Investment Solutions, Multigenerational Wealth Planning, Pension Plan, Registered Retirement Plans, Retirement Planning
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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Chris at Matte & Associates has been amazing for our family of four! He took the time to really understand our goals and made financial planning and life insurance application simple and stress-free. His advice was clear, tailored to our needs, and always felt like he had our best interests at heart. Thanks to him and the team at Matte and associates we feel confident and secure about our future. Highly recommend! – Svetlana Zaytseva
REVIEW #2 – Five stars isn’t enough to express my gratitude and satisfaction with Maurice Matte and his team at Matte and Associates. I’ve had the pleasure of working with Maurice for over 25 years, and more recently, his son Chris has been a big help as well. The entire office team is incredibly friendly and professional, making me feel valued and confident in their expertise. I’ve been thrilled with the management of my savings funds and the portfolio choices they’ve guided me towards. I highly recommend Matte and Associates to anyone seeking trusted and personalized financial guidance. – Joe and Denise Pagliaro
REVIEW #3 – When we moved to Canada, everything about the financial system was very confusing for us. We did not know where to start or what was the best way to manage our money. Chris at Matte & Associates was very helpful and made everything much easier to understand. He took time to explain what we should do to maximize our earnings and helped us make the right choices for our family.
Now we feel much more confident and secure about our future here. We are very grateful for his guidance and highly recommend him to anyone who needs financial advice! – Maria Nakonechna
REVIEW #4 – We have worked with Matte and Associates for over 10 years. My wife’s parents used to deal with them for a long time before we even did. We had two other previous investment firms working with us, and after a few years, we moved everything to Matte and Associates; as well our boys and their families also deal with Matte and Associates. We are very pleased with the service and the advice they give to us and would highly recommend them. I was in a position as a director of Commercial Real Estate lending with a large Credit Union and am very aware of financial services. – Doug Drinkwater
REVIEW #5 – Chris Matte and the team at Matte and Associates Financial Solutions were outstanding to work with. From the first conversation, Chris took the time to truly understand my situation and explore every possible option available to me. Nothing felt rushed or generic. The approach was thoughtful, personal, and tailored to my needs.
The process itself was seamless. Applications were sent quickly, forms were easy to complete, and calls were booked without delays. Communication was clear, timely, and consistent throughout. I always knew what the next step was and felt supported at every point.
What stood out most was how cared for I felt. Chris and his team were friendly, professional, and genuinely invested in helping me find the best possible solution. Even when things were not straightforward, they stayed proactive and committed. I would confidently recommend Matte and Associates Financial Solutions to anyone looking for a knowledgeable, responsive, and client first financial team. – Riley Batke
Smarter Financial Planning Ltd.
ADDRESS: 3030 Pandosy St #214, Kelowna, BC V1Y 0C4, Canada
SERVICES: Wealth management, Asset Management, Cashflow Management, Comprehensive Financial Planning, Estate Planning Services, Financial Planning Strategies, Investment Portfolio Management, Pension Plan, Retirement Planning, Tax Planning and Tax Strategies
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Derek’s honest, approachable investment advice has empowered me to take complete control of my portfolio and save thousands of dollars in mutual fund fees in the process. His gift for breaking things down into simple, actionable steps has made managing my money far less intimidating than it once was for me. I can’t recommend him enough! – Virginia Lewis
REVIEW #2 – Derek Moran is one of the best fee for service financial planners in Canada. Have worked with him personally and have referred him to many colleagues, friends and family too. He was that helpful! Excellent listener who really helps you develop your financial goals and provides clear and easy to implement plans to help you move forward with some of life’s biggest decisions. Highly recommend! – Martin Bell
REVIEW #3 – Smarter Financial Planning helped me through an incredibly difficult time and gave me confidence that I understood my situation. Working with Derek helped me become more aware/comfortable with my finances. My late husband had early onset dementia and my world fell apart. Derek Moran helped put the pieces back together. – Susan B.
REVIEW #4 – Bar none, THE best decision that my wife and I have made with respect to our finances was reaching out to and embracing Derek’s strategy for creating a strategic plan for retirement where one did not exist. He is approachable, non-judgmental, very easy to work with and fair.
We’ve actually learned things. We’ve put them into action. We’ve achieved our goal of retiring how we want, when we want and we we’re proud of our contribution to arriving here with Derek’s help.
Bottom line is this: We arrived at Smarter Financial with little, listened, put in the required effort and guess who’s not working anymore? Me! – Washopay
REVIEW #5 – Derek and I share a number of clients. He has a thoughtful, common sense approach to financial planning. Clients recognize the value of his advice, and in most cases, actually implement his suggestions. Clients also appreciate Derek’s independence from selling any investment or life insurance products. I highly recommend Derek. as a financial planner. – Mary Lou Miles
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