4 Best Gold IRA Investment Companies Near Me in Vernon, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
De Thomas Wealth Management
ADDRESS: 2802 30 St Unit 104, Vernon, BC V1T 8G7, Canada
NUMBER: +1 236-426-3111
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Comprehensive Financial Plan, Comprehensive Retirement Plan, Investment Management Planning, Pension Plan, Investment Portfolio, Investment Recommendations, Investment Strategies
OFFICE HOURS
| Mon | 8:00 AM – 1:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 1:00 PM | |
| Wed | 8:00 AM – 1:00 PM | |
| Thu | 8:00 AM – 1:00 PM | |
| Fri | 8:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I hired Foster for a financial plan and to get guidance for now and the future. Couldn’t be happier with the choice. Gave my wife and I clarity for our financial future. Laid out multiple scenarios that were clear, giving us incredible advice going forward. Stop looking around. Foster’s your guy. – Andrew Pye
REVIEW #2 – Foster Martens created a financial plan for me and the whole experience was great. I wasn’t sure what to expect but he was judgement-free, encouraging, and showed me two options using different numbers to achieve my goal. He was realistic and made sure the plans were actually achievable. I felt like I was in good hands and like he actually cared about me and my goals. Would highly recommend Foster for anyone looking to get more clarity on how to achieve their financial goals. Thanks Foster! – Nikki Gillingham
REVIEW #3 – Need someone to take care of growing your money? Foster Martens is your man! I am beyond pleased with Foster and his extensive knowledge. I feel so comfortable with him taking over my portfolio and doing his magic. Mangaging peoples money is very personal and you need to trust that person or firm, not even a doubt with Foster. Besides being super smart, Foster is the most kindest and proffesional person you will meet. I highly recommend Foster at De Thomas Wealth Management. – Mikkie Nettles
REVIEW #4 – Just want to thank foster and the team at De Thomas. I don’t have much experience in their field and they have been great at walking me through the steps and processes. The part I appreciate the most is when the economy is turning and my portfolio is dipping they are good at talking me off the edge and that advice has really paid off. Great group to work with. – Landen Ehnes
REVIEW #5 – Absolutely amazing! If it wasn’t for Foster and Darryl, we wouldn’t have any portfolio at all really and now it’s growing and we feel secure in our future in a time when there’s so much uncertainty! Thank you guys again for taking us on! – Lesia Payne
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
IG Wealth Management
ADDRESS: 2899 30th Ave suite 200, Vernon, BC V1T 8G1, Canada
NUMBER: +1 250-545-9188
OFFICE HOURS
| Mon | 8:30 AM – 2:00 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 – I would highly recommend Vernon IG Wealth Management for your investments and financial planning needs. I met with Michael Roberts from Vernon IG and who gave me far more than just traditional investment advice. IG reviewed all my saving in various areas, assets, tax issues, cash flow situations and pulled together a comprehensive financial plan. Michael outlined an investment strategy that will help meet my retirement and investment goals.
IG is truly customer centric, with supportive professional and knowledgeable consultants, and high performing investment options.
I highly recommend calling them today!! – Janet Argotoff
REVIEW #2 – A great company to consider for your financial planning needs if you are looking to not only achieve your financial goals, but also to build a relationship with an educated and trusted advisor. – Stephanie Bergeron
REVIEW #3 – A great group of professionals to work with. Dedicated to planning and client service. Plus a great organization supporting consultants and clients. – Dominik Dlouhy
REVIEW #4 – It’s a pleasure working with a group of passionate advisors who truly practice a client first approach to wealth management. – Randy Janzen
Fenske Financial Coaching & Planning
ADDRESS: 3406 32nd Ave, Vernon, BC V1T 2N1, Canada
NUMBER: +1 250-306-1256
DESCRIPTION FROM BUSINESS: At Fenske Financial Coaching & Planning (FFC&P), we offer independent, holistic financial advice in a relaxed and professional setting — both in-person and online. Whether you’re ready to begin Retirement Planning or you’re looking for Financial Essentials like planning, coaching, or building financial literacy, we work with you to create a customized plan that fits your unique needs.
OFFICE HOURS
| Mon | 1:00 PM – 7:00 PM | |
|---|---|---|
| Tue | 12:00 PM – 7:00 PM | |
| Wed | 1:00 PM – 7:00 PM | |
| Thu | CLOSED | |
| Fri | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We highly recommend Fenske Financial Services. Karen was extremely helpful putting together a retirement plan and explaining CPP, OAS, RRSP etc. We feel more comfortable heading into retirement with the strategies Karen has set up for us.
We’ll be back to see Karen for all our financial needs going forward. – Chris Williams
REVIEW #2 – I highly recommend Fenske Financial Coaching! Karen coached me through budgeting, saving and working towards attainable goals. She was instrumental in me purchasing my home here in the Okanagan. Karen is so knowledgeable and enthusiastic – coming prepared to every meeting with new information and fresh ideas. It is easy to tell that she loves what she does and is in the business of helping people. I used to think that “financial advisors or coaches” are for people with lots of money but my experience with Karen taught me that you can learn and grow the money that you do have. – Lucy Ifer
REVIEW #3 – I highly recommend Fenske financial services. Karen is unbelievable in her knowledge and caring about her clients. Karen helped me through times when I thought there was no hope. When you leave you know exactly where your future is headed. I am way less stressed and can see a retirement date finally in my future. Take the time to contact her you’ll be very happy you did. – Sandi Young
REVIEW #4 – Karen was great to work with. She is kind and listened to my needs. She was helpful in deciding my next steps. I would absolutely recommend working with her.
Thanks for a great experience Karen! – katie
REVIEW #5 – I just completed Be the Best You with Karen and I highly recommend it. In a professional, knowledgeable, and kind manner, Karen helped me develop a clear plan for my financial goals. I feel empowered knowing what needs to be done and that I can do it. I just can’t help telling friends and colleagues about Karen and already one person has started working with her. Thanks again Karen! – Dorris Lee
REVIEW #6 – I was gifted the 4 session package from my mom and wasn’t overly enthusiastic about it to begin, but after my first session I was thrilled my mom bought me these sessions! Karen not only helps personalize your financial management, but she details the best way to save for your future. I learned more from Karen in 4 one hour sessions then I have from any class in school, book, or video! She also helped me open a tax-free savings account. Highly recommend her to anyone who isn’t in finance as their day job. Anyone could stand to learn something from her, and she’s a very friendly and charismatic person to talk to. – Zach Orchard
Edward Jones – Financial Advisor: Deanna Beaudoin, CEPA®
ADDRESS: 2916 29th St, Vernon, BC V1T 5A6, Canada
NUMBER: +1 778-718-4400
SERVICES: Tax planning, Wealth management, Brokerage Accounts, Estate & Legacy Strategies, Intergenerational Planning, Investing Strategies, Investment Advisors, Registered Education Savings Plan, Retirement Income Strategies and Retirement Plans
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 – She is truly amazing and helpful! – Judy Rourke
REVIEW #2 – Great – Ben Phillips
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