4 Best Gold IRA Investment Companies Near Me in Penticton, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
IG Wealth Management
ADDRESS: 300 Riverside Dr #206, Penticton, BC V2A 9C9, Canada
NUMBER: +1 250-492-8806
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 2:00 PM | |
| Wed | 8:30 AM – 2:00 PM | |
| Thu | 8:30 AM – 2:00 PM | |
| Fri | 8:30 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been with the company for many years with good results. Currently, our advisor Brad is friendly, explains the process well, answers any questions and we are happy with the planning and advice given. – Jan Leake
REVIEW #2 – My parents have been clients at IG Wealth for decades, and I feel privileged to have been accepted into the IG Wealth family as well now. Graham and Mike are professional, personable and I’m confident I’ll reach my financial goals a lot sooner with their help. Couldn’t be happier. – R S
REVIEW #3 – This firm has handled my personal investment portfolio for over 25yrs.
I am very satisfied with the services they have offered.👍 – Karen Dawn
REVIEW #4 – Great work done, good advice on tax management and retirement planning. – Brett Parker
REVIEW #5 – Planning and Investment Management at its best. – Chris Hawkins
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Kelly Lindsey – Raymond James Ltd.
ADDRESS: 465 Ellis St, Penticton, BC V2A 4M1, Canada
NUMBER: +1 250-487-2000
SERVICES: Alternative Investments, Corporate Tax Planning, Customized Financial Plan, Estate Administration, Financial Planning Advice, Income Strategy, Investment Opportunities, Investment Plan, Registered Education Savings Plans, Retirement Accounts, Retirement Planning
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 – Kelly and her team of incredibly talented women provide the needed information, support and safety necessary for me to feel confident in their advice at every turn. My long standing relationship has been nothing but positive and successful and I am grateful for her understanding and guidance – and I continue to recommend her to friends and family alike. – Shannon S
REVIEW #2 – We have worked with Kelly for a few years now, she helps people understand investments. The Umbrella system is an easy diagram she used for myself, wife & also My son. Great to deal with and always responds to my emails or phone calls right away. Very important for me.
thanks again Kelly – Mike and Mir Toner
REVIEW #3 – Kelly Lindsey is an absolute amazing financial advisor and have been great to work with! Her team is also excellent and everyone that I have dealt with at the branch have been great! Would definitely recommend if you are looking for investment management or advice. – Cody
REVIEW #4 – What a wonderful investment experience ! Such competence, such professionalism, and such a warm and welcoming environment. The icing on the cake is the patience with those of us who don’t know much about investing. Thank you to Kelly and her wonderful team 💕 – Dawn
REVIEW #5 – I have been working with Kelly as my financial planner for over 15 years. She is not only pleasant to deal with she is also on the ball and cares. I have had my highest gains with my money in her hands. I would recommend anyone to her. – Mike Wood
Neil R. MacDonald – Sun Life Financial
ADDRESS: 302 Eckhardt Ave W, Penticton, BC V2A 2A9, Canada
NUMBER: +1 250-493-1626
DESCRIPTION FROM BUSINESS: Insurance and Investment planning for you, your family and your business.
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 – If you are searching for a reputable firm and individual to help you with your insurance and investment planning, then look no further! Neil Macdonald is incredibly professional, prompt, patient, and kind. Did I mention SMART! He makes the whole process seamless and dare I say, enjoyable ?!! Honest to goodness! Thank you so much for your help, Neil! You are awesome and I wish you nothing but success! – Lindsay Courtice
REVIEW #2 – Neil is a professional and knowledgeable advisor who knows the products and the field well. He has helped me choose and plan ahead with my financial and insurance goals. I would definite recommend him for insurance and investment planning. Thank you. – Jeff Wong
REVIEW #3 – Neil is very knowledgeable in all aspects of his job. Patient and non-judging if you need more explanation. Very kind, and easy to talk with. Highly recommend for your insurance and investments needs. – Ashley Larson
REVIEW #4 – Great service if you are looking for an investor that will take time and answer all your questions. They will get back to you in a very timely manner and will walk you through anything you don’t understand. Highly recommended – Louise Schmuck
REVIEW #5 – Neil provides top shelf service and financial planning advice. Knowledgeable and courteous. Always available to answer questions and offer guidance. – Vincent Gauthier
Edward Jones – Financial Advisor: Justin White
ADDRESS: 159 Wade Ave E Suite #101, Penticton, BC V2A 8B6, Canada
NUMBER: +1 250-490-3390
SERVICES: Wealth management, Brokerage Accounts, Education Savings Plan, Group Plans, Investing Strategies, Investment Advisors and Registered Education Savings Plan
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 – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Justin is best described as a person who is of the salt of the earth. It’s so refreshing to know that there are people out there who are as honest and trustworthy as Justin. He will guide you through the tough times and help you understand buy low sell high even when you feel nervous. The result though is exactly what he promises – a very secure, profitable, financial plan. There’s a reason Justin is known to be one of the best. You won’t go wrong when you choose Justin – I didn’t! – Jay Robinson
REVIEW #2 – Justin is a true professional and very personable advisor. He is very smart and takes very good care of all his clients young and older. His whole staff is amazing and would definitely recommend him and his team. – Tracey Bryksa
REVIEW #3 – We have worked with Justin for the past 15 years, he created and manages our retirement plan which has exceeded our expectations over and over again. It is truly a pleasure to work with Justin and we have 4 good friends using his services that feel the exact same way. – Colin Rose
REVIEW #4 – We have been with Justin since 2015, can’t say enough good things about him.
Trust his judgement and guidance to help us have a successful future with our investments. – Christine
REVIEW #5 – I have been with Justin since 2015 and have been extremely happy with all the work he has done for me. Justin and his staff have constantly gone beyond my expectations, I would not hesitate to recommend him and his staff to anyone, thankyou for all you have done for me guys – Vic Hill
Recommended Sponsors
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