by AgePlaceHub Editorial Team | Feb 20, 2026
Based in Kelowna, British Columbia, SWAN Wealth Management, Cross-Border Financial Advisors offers professional Financial Planning services designed to support safe, independent living for older adults. With a 5.0/5 rating based on 8 reviews, they have earned a strong...
by AgePlaceHub Editorial Team | Feb 20, 2026
Sterling Advisory Inc. is a Financial Planning provider serving the Kelowna, British Columbia area, helping seniors and their families navigate the challenges of aging in place. Their 5.0-star rating from 121 verified reviews reflects a consistent track record of...
by AgePlaceHub Editorial Team | Feb 20, 2026
If you are exploring Financial Planning options in Kelowna, British Columbia, Matte & Associates Financial Solutions is among the local providers serving the aging-in-place community. With a 5.0/5 rating based on 126 reviews from real clients, they have earned a...
by AgePlaceHub Editorial Team | Feb 20, 2026
Insight Planning Wealth Management brings Financial Planning expertise to the Kelowna, British Columbia region, supporting older Canadians who want to remain in their homes as they age. Their 5.0-star rating from 55 verified reviews reflects a consistent track record...
by AgePlaceHub Editorial Team | Feb 20, 2026
Peters Wealth Management & Insurance Solutions provides financial planning services in Kelowna, BC. Peters Wealth Management | Insurance & Financial Management Kelowna (250) 718–3030 [email protected] YouTube Relationships Built on Trust Clarity and...
