Company lists · Data refreshed September 2026
Top 9 Private client accounting firms based in Kelowna, Canada
RevenueBase identified 27 private client accounting firms headquartered in Kelowna, Canada as of September 2026 and tracks 58 professional contacts across them, including 17 with verified work emails. Toronto is the largest hub.
This list covers private client accounting firms headquartered in Kelowna, Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 9 largest private client accounting firms based in Kelowna, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | Serviss Wealth ManagementPartial evidence | 4 | |||
“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…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | Heymen Owen Chartered Professional AccountantsPartial evidence | 4 | |||
“Our firm offers personalized, quality service to our clients.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | Mountain Planning Group INCIndirect evidence | 3 | |||
“Wealth Management & Insurance Services We focus on tax efficient strategies for Retirement Planning for investors of all ages.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | GEH Chartered Professional AccountantsPartial evidence | 2 | |||
“Geh CPAs, led by Peter Geh and Elena Geh is an accounting firm based in Kelowna, BC and West Kelowna, BC serving the Okanagan valley.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | Noble Pannu Wealth ManagementIndirect evidence | 2 | |||
“Live Happy” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 1 | ||||
“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…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | Switzer & COPartial evidence | 1 | |||
“With over 20 years experience in accounting, bookkeeping and tax we strongly believe that business owners shouldn't be "doing the books" in their spare time, they should be…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | Entreplan Financial Consulting INCPartial evidence | 1 | |||
“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…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | Gold Seal Financial GroupIndirect evidence | 1 | |||
“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…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 9 of 27 private client accounting firms based in Kelowna, Canada
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Private client accounting firms based in Kelowna, Canada at a glance
As of Sep 5, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than this city, 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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among private client accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.
- 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
- Companies headquartered in Kelowna, Canada whose own description of what they do matches “private client accounting firms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among private client accounting firms, and records with no verified work email. Companies headquartered outside Kelowna are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 17 across the full list. 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 5, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Private client accounting firms by metro in Canada
- Private client accounting firms in Toronto377
- Private client accounting firms in Calgary219
- Private client accounting firms in Vancouver184
- Private client accounting firms in Mississauga162
- Private client accounting firms in Montreal142
- Private client accounting firms in Edmonton122
- Private client accounting firms in Ottawa94
- Private client accounting firms in Quebec74
- Private client accounting firms in Winnipeg72
- Private client accounting firms in Markham60
- Private client accounting firms in Oakville60
- Private client accounting firms in London55
- Private client accounting firms in Surrey54
- Private client accounting firms in Richmond Hill52
- Private client accounting firms in Brampton46
- Private client accounting firms in Laval43
- Private client accounting firms in Victoria40
- Private client accounting firms in Burlington37
- Private client accounting firms in Burnaby36
- Private client accounting firms in Vaughan36
- Private client accounting firms in Halifax33
- Private client accounting firms in Langley29
- Private client accounting firms in North York29
- Private client accounting firms in Kitchener28
- Private client accounting firms in Saskatoon28
- Private client accounting firms in Kelowna27
- Private client accounting firms in Richmond27
- Private client accounting firms in Waterloo27
- Private client accounting firms in Guelph26
- Private client accounting firms in North Vancouver25
Frequently asked
How many private client accounting firms are there based in Kelowna, Canada?
RevenueBase identified 27 private client accounting firms headquartered in Kelowna, Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Serviss Wealth Management, headquartered in Kelowna, tops this list with the largest team on record.
Which city has the most private client accounting firms?
Toronto leads with 377 headquartered companies, followed by Calgary (219) and Vancouver (184).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 17 verified decision-maker contacts tracked across these 27 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 2026.
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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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