Kelowna & Area Business Website Directory |
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Bruce A. Hollett & Associates, Kelowna
Dental insurance specialists! Bruce A. Hollett & Associates is a full service independent brokerage firm. We assist people with the Four Cornerstones of Financial Planning: Completing Your Will, Reducing Your Taxes, Investing for Your Future, and Carrying Proper and Adequate Life Insurance. As an affiliate of the Canadian Financial Security Program, we can offer advice in all areas of Financial Planning. |
Hartwick & Co. Certified Management Accountants, Kamloops
Hartwick & Co. is a full service accounting firm, established in 1977, with a team approach to providing comprehensive accounting, tax, and consulting services to individuals and business clients throughout British Columbia and beyond. Operating from we currently have six full time employees who serve a broad range of individual and corporate clients. Since inception, we have focused on meeting the unique needs of small and mid-size businesses in our region and continue working primarily with closely held and family owned businesses. |
Money Minders Software, Kelowna
We provide personal financial planning software for the financial planning professional. Our products are designed by financial planners. The best retirement planning software on the market with templates for a comprehensive financial plan or single presentations. |
Platinum Pacific Financial Services, Kelowna
At Platinum Pacific Financial Services Ltd, we are a team of highly trained financial service professionals, with over 20 years of financial services experience. We are committed to assisting our Financial Advisors in achieving the highest level of professionalism in their efforts to serve the needs of their clients. |
Rhonda Hymers - Landmark Wealth Management, Kelowna
Rhonda takes a partnership approach in her practice. She works closely with clients to thoroughly understand their unique circumstances, define a suitable investment strategy and build the appropriate Investment Policy Statements. Rhonda's role is to serve as your "Chief Financial Advisor". As part of this role she co-ordinates the activities of your existing professional advisors, such as tax accountants and estate lawyers. |
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