Company lists · Data refreshed September 2026
Top 11 Personal financial advisors based in Kelowna, Canada
RevenueBase identified 27 company matches for personal financial advisors associated with Kelowna, Canada as of September 2026 and tracks 62 professional contacts across them, including 19 with verified work emails. Across Canada, Toronto is the largest hub for this category (213 companies); Kelowna has 27.
This list covers company matches for personal financial advisors associated with Kelowna, Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 11 largest personal financial advisors based in Kelowna, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4 contacts → | ||||
Exact match “At Serviss Wealth Management, our mission is to provide our clients with a simple process to wealth accumulation, preservation, and generational transfer of assets by designing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 3 contacts → | ||||
Exact match “Wealth Management & Insurance Services We focus on tax efficient strategies for Retirement Planning for investors of all ages.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 3 contacts → | ||||
Exact match “Making Sense of Your Money” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 2 contacts → | ||||
Exact match “The Engevik Saleski Group is a team of industry leading financial professionals who specialize in managing the wealth of affluent Canadians across western Canada.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 2 contacts → | ||||
Exact match “Live Happy” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 2 contacts → | ||||
Exact match “Maccabee Financial Inc is a family owned, independent financial services company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 1 contacts → | ||||
Exact match “We’re a partnership of Financial Security Advisors dedicated to helping you understand your finances with comprehensive clarity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 1 contacts → | ||||
Exact match “With years of extensive experience in wealth planning and financial management, Shauna and Kamal founded EntrePlan Financial Consulting to help clients achieve their business and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 1 contacts → | ||||
Exact match “After over eight decades of combined experience working across the largest firms in Canada, the partners of the Gold Seal Financial Group have personally seen the best of wealth…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 1 contacts → | ||||
Exact match “The Morcom Wealth Management Group is an experienced, dedicated, and passionate team of professionals that have been serving the wealth management needs of families for over 20…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “personal financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 11 of 27 personal financial advisors based in Kelowna, Canada
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Personal financial advisors based in Kelowna, Canada at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Kelowna, so it is reported there. Company counts and contact totals on this page are exact for Kelowna, over 27 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Kelowna, Canada whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 19 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Personal financial advisors by metro in Canada
- Personal financial advisors in Toronto213
- Personal financial advisors in Calgary124
- Personal financial advisors in Vancouver110
- Personal financial advisors in Montreal68
- Personal financial advisors in Winnipeg67
- Personal financial advisors in Mississauga61
- Personal financial advisors in Ottawa61
- Personal financial advisors in Edmonton58
- Personal financial advisors in Oakville37
- Personal financial advisors in London35
- Personal financial advisors in Markham35
- Personal financial advisors in Halifax34
- Personal financial advisors in Victoria26
- Personal financial advisors in Burlington25
- Personal financial advisors in Saskatoon25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal financial advisors are there based in Kelowna, Canada?
RevenueBase identified 27 company matches for personal financial advisors associated with Kelowna, Canada as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Serviss Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most personal financial advisors?
Toronto leads Canada with 213 company records, followed by Calgary (124) and Vancouver (110). Kelowna has 27.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 19 professional contacts with verified work emails tracked across these 27 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 27 personal financial advisors based in Kelowna, Canada. Start with a free account, no credit card.
Download this list →Related lists
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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- Personal financial advisors based in Adelaide, Australia
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Company intelligence · public preview
Top 11 personal financial advisors based in Kelowna, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 27 matching company records for personal financial advisors based in Kelowna, Canada, with 62 tracked contacts and 19 verified work emails.
This public preview shows 11 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 11 personal financial advisors based in Kelowna, Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Serviss Wealth Managementservisswealth.comHQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 4 contacts → |
“At Serviss Wealth Management, our mission is to provide our clients with a simple process to wealth accumulation, preservation, and generational transfer of assets by designing…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Focalpoint Financial Group INCfocalpointfinancial.ca HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 3 |  Mountain Planning Group INCmountainplanning.caHQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Wealth Management & Insurance Services We focus on tax efficient strategies for Retirement Planning for investors of all ages.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | J.Ford Financialjfordfinancial.com HQ: Kelowna, CanadaReported employees: 1-10 | Kelowna, Canada | 1-10 | Exact match | 3 contacts → |
“Making Sense of Your Money” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Engevik Saleski Groupengeviksaleskigroup.com HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 2 contacts → |
“The Engevik Saleski Group is a team of industry leading financial professionals who specialize in managing the wealth of affluent Canadians across western Canada.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Noble Pannu Wealth Managementnoblepannuwealth.comHQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Live Happy” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Maccabee Financial INCmaccabeefinancial.com HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Maccabee Financial Inc is a family owned, independent financial services company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Clear Worth Financial Groupclearworthfinancial.ca HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 1 contacts → |
“We’re a partnership of Financial Security Advisors dedicated to helping you understand your finances with comprehensive clarity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Entreplan Financial Consulting INCentreplanfc.caHQ: Kelowna, CanadaReported employees: 1-10 | Kelowna, Canada | 1-10 | Exact match | 1 contacts → |
“With years of extensive experience in wealth planning and financial management, Shauna and Kamal founded EntrePlan Financial Consulting to help clients achieve their business and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Gold Seal Financial Groupgoldsealfinancialgroup.comHQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 1 contacts → |
“After over eight decades of combined experience working across the largest firms in Canada, the partners of the Gold Seal Financial Group have personally seen the best of wealth…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  The Morcom Wealth Management Group At Wellington-Altus Private Wealththemorcomwealthmanagementgroup.caHQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 1 contacts → |
“The Morcom Wealth Management Group is an experienced, dedicated, and passionate team of professionals that have been serving the wealth management needs of families for over 20…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 11 of 27 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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Personal financial advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
27 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Kelowna, so it is reported there. Company counts and contact totals on this page are exact for Kelowna, over 27 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Personal financial advisors by metro in Canada
- Personal financial advisors in Toronto213
- Personal financial advisors in Calgary124
- Personal financial advisors in Vancouver110
- Personal financial advisors in Montreal68
- Personal financial advisors in Winnipeg67
- Personal financial advisors in Mississauga61
- Personal financial advisors in Ottawa61
- Personal financial advisors in Edmonton58
- Personal financial advisors in Oakville37
- Personal financial advisors in London35
- Personal financial advisors in Markham35
- Personal financial advisors in Halifax34
- Personal financial advisors in Victoria26
- Personal financial advisors in Burlington25
- Personal financial advisors in Saskatoon25
Questions about this company list
What does Exact match mean for personal financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal financial advisors did RevenueBase find based in Kelowna, Canada?
The saved snapshot records 27 matching company records, 62 tracked contacts and 19 verified emails. The public preview displays 11 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Personal financial advisors by geography
- Personal financial advisors based in Adelaide, Australia
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
- Personal financial advisors based in Perth, Australia
- Personal financial advisors based in Sydney, Australia
- Personal financial advisors based in Belo Horizonte, Brazil
- Personal financial advisors based in Curitiba, Brazil
- Personal financial advisors based in Porto Alegre, Brazil
- Personal financial advisors based in Rio De Janeiro, Brazil
Cite this list
RevenueBase Data Team. Top 11 personal financial advisors based in Kelowna, Canada. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/canada/kelowna.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Personal financial advisors based in Adelaide, Australia
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
Company intelligence · public preview
Top 11 personal financial advisors based in Kelowna, Canada
RevenueBase records 27 matching company records for personal financial advisors based in Kelowna, Canada, with 62 tracked contacts and 19 verified work emails.
This public preview shows 11 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 11 personal financial advisors based in Kelowna, Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Serviss Wealth Managementservisswealth.com HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 4 contacts → |
“At Serviss Wealth Management, our mission is to provide our clients with a simple process to wealth accumulation, preservation, and generational transfer of assets by designing…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Focalpoint Financial Group INCfocalpointfinancial.ca HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 3 | Mountain Planning Group INCmountainplanning.ca HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Wealth Management & Insurance Services We focus on tax efficient strategies for Retirement Planning for investors of all ages.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | J.Ford Financialjfordfinancial.com HQ: Kelowna, CanadaReported employees: 1-10 | Kelowna, Canada | 1-10 | Exact match | 3 contacts → |
“Making Sense of Your Money” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Engevik Saleski Groupengeviksaleskigroup.com HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 2 contacts → |
“The Engevik Saleski Group is a team of industry leading financial professionals who specialize in managing the wealth of affluent Canadians across western Canada.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Noble Pannu Wealth Managementnoblepannuwealth.com HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Live Happy” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Maccabee Financial INCmaccabeefinancial.com HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Maccabee Financial Inc is a family owned, independent financial services company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Clear Worth Financial Groupclearworthfinancial.ca HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 1 contacts → |
“We’re a partnership of Financial Security Advisors dedicated to helping you understand your finances with comprehensive clarity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Entreplan Financial Consulting INCentreplanfc.ca HQ: Kelowna, CanadaReported employees: 1-10 | Kelowna, Canada | 1-10 | Exact match | 1 contacts → |
“With years of extensive experience in wealth planning and financial management, Shauna and Kamal founded EntrePlan Financial Consulting to help clients achieve their business and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Gold Seal Financial Groupgoldsealfinancialgroup.com HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 1 contacts → |
“After over eight decades of combined experience working across the largest firms in Canada, the partners of the Gold Seal Financial Group have personally seen the best of wealth…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The Morcom Wealth Management Group At Wellington-Altus Private Wealththemorcomwealthmanagementgroup.ca HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 1 contacts → |
“The Morcom Wealth Management Group is an experienced, dedicated, and passionate team of professionals that have been serving the wealth management needs of families for over 20…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 11 of 27 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Personal financial advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
27 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Kelowna, so it is reported there. Company counts and contact totals on this page are exact for Kelowna, over 27 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Personal financial advisors by metro in Canada
- Personal financial advisors in Toronto213
- Personal financial advisors in Calgary124
- Personal financial advisors in Vancouver110
- Personal financial advisors in Montreal68
- Personal financial advisors in Winnipeg67
- Personal financial advisors in Mississauga61
- Personal financial advisors in Ottawa61
- Personal financial advisors in Edmonton58
- Personal financial advisors in Oakville37
- Personal financial advisors in London35
- Personal financial advisors in Markham35
- Personal financial advisors in Halifax34
- Personal financial advisors in Victoria26
- Personal financial advisors in Burlington25
- Personal financial advisors in Saskatoon25
Questions about this company list
What does Exact match mean for personal financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal financial advisors did RevenueBase find based in Kelowna, Canada?
The saved snapshot records 27 matching company records, 62 tracked contacts and 19 verified emails. The public preview displays 11 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Personal financial advisors by geography
- Personal financial advisors based in Adelaide, Australia
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
- Personal financial advisors based in Perth, Australia
- Personal financial advisors based in Sydney, Australia
- Personal financial advisors based in Belo Horizonte, Brazil
- Personal financial advisors based in Curitiba, Brazil
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- Personal financial advisors based in Rio De Janeiro, Brazil
Cite this list
RevenueBase Data Team. Top 11 personal financial advisors based in Kelowna, Canada. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/canada/kelowna.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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