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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
27Companies
58Contacts tracked
17Verified emails
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The 9 largest private client accounting firms based in Kelowna, Canada

Ranked by team size
Top 9 of 27 private client accounting firms based in Kelowna, Canada, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Serviss Wealth ManagementPartial evidence
Kelowna, BC, CanadaHQ checked Sep 5, 20261-104

“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, 2026
2Kelowna, BC, CanadaHQ checked Sep 5, 20261-104

“Our firm offers personalized, quality service to our clients.”

Source: company website · checked Sep 5, 2026
3
Mountain Planning Group INCIndirect evidence
Kelowna, BC, CanadaHQ checked Sep 5, 20261-103

“Wealth Management & Insurance Services We focus on tax efficient strategies for Retirement Planning for investors of all ages.”

Source: company website · checked Sep 5, 2026
4Kelowna, BC, CanadaHQ checked Sep 5, 20261-102

“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, 2026
5Kelowna, BC, CanadaHQ checked Sep 5, 20261-102

“Live Happy”

Source: company website · checked Sep 5, 2026
6Kelowna, BC, CanadaHQ checked Sep 5, 20261-101

“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, 2026
7
Switzer & COPartial evidence
Kelowna, BC, CanadaHQ checked Sep 5, 20261-101

“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, 2026
8Kelowna, CanadaHQ checked Sep 5, 20261-101

“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, 2026
9
Gold Seal Financial GroupIndirect evidence
Kelowna, BC, CanadaHQ checked Sep 5, 20261-101

“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, 2026

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, 2026
1-10Median size (employees)
TorontoLargest hub · 377 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
27

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.

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.