facebooktwitterpinterest
mobil menu

Lakeside Financial Planning

  1. Kelowna
  2. Kelowna Finance

Reviews, get directions and information for Lakeside Financial Planning

Lakeside Financial Planning

About

Investments for Growth. Insurance for Security. Advice to make it simple.

Story

I am an Independent Financial Adviser helping people and families navigate the complex world of Investing, RRSP's, RRIF's, RESP's, TFSA's, Life Insurance, Disability Insurance, Critical Illness Insurance, Group Benefit Plans, and many other areas of Personal and Business Finance.

250.712.1131
[email protected]

Insurance products offered through H.C. Lockhart Insurance & Financial Consulting Inc.



"An independent insurance and investment firm with a focus on financial planning."
Address: 221-550 West Ave, Kelowna, BC V1Y 4Z4, Canada
Phone: (250) 712-1131
ac.gninnalplaicnanifedisekal@ekaj
State: British Columbia
County: Central Okanagan
City: Kelowna
Zip Code: V1Y 4Z4


Opening Hours

Monday: 8:00 AM – 4:30 PM
Tuesday: 8:00 AM – 4:30 PM
Wednesday: 8:00 AM – 4:30 PM
Thursday: 8:00 AM – 4:30 PM
Friday: 8:00 AM – 4:30 PM
Saturday: Closed
Sunday: Closed

Update Info

related searches: best financial advisor kelowna, certified financial planner prince george, independent financial advisor kelowna, lakeside financial planning kelowna, lakeside financial kelowna, wealth management kelowna, fee only financial planner kelowna
Similar places near
Summit Financial Planners Inc. (Kelowna) Summit Financial Planners Inc. (Kelowna) 64 miles
Edward Jones - Financial Advisor: Brenda L Fischer Edward Jones - Financial Advisor: Brenda L F... 110 miles "Edward Jones is an investment firm that believes your financial goals deserve a...
IPC Investment Corporation - Steve Gooder IPC Investment Corporation - Steve Gooder 145 miles
Gooder Financial Gooder Financial 146 miles
Desjardins Financial Security Inv Desjardins Financial Security Inv 438 miles
Wealthy Tortoise Financial Group Wealthy Tortoise Financial Group 1 km Making financially complex and chaotic situations simple and clear. When you understa...
Valley First Valley First 1 km I have been dealing with Valley First since the late 90's. Every kind of lending prod...
Edward Jones - Financial Advisor: Danny JD Der Edward Jones - Financial Advisor: Danny JD D... 1 km "Edward Jones is an investment firm that believes your financial goals deserve a...
Edward Jones - Financial Advisor: Gary D Brezden Edward Jones - Financial Advisor: Gary D Bre... 2 km "Edward Jones is an investment firm that believes your financial goals deserve a...
Canadian Western Bank Canadian Western Bank 2 km
Nina Johnson TD Wealth Financial Planning Nina Johnson TD Wealth Financial Planning 2 km
Lazare Financial Services Inc. Lazare Financial Services Inc. 2 km Ric and his team are top notch. They went above and beyond to meet our personal and b...
Serviss Wealth Management Serviss Wealth Management 2 km I met with Dustin to renew my life insurance policy this morning. He took the time to...
LeaseLine Equipment & Vehicle Leasing LeaseLine Equipment & Vehicle Leasing 2 km Leaseline has an amazing team of brokers!! I highly recommend them to anyone looking ...
Michael Porteous Benefit Financial Services Michael Porteous Benefit Financial Services 2 km
WealthLINK Financial Services Inc. WealthLINK Financial Services Inc. 2 km
Dynamic Capital II Corporation Dynamic Capital II Corporation 2 km Jerry is great to work with! Recommend to anyone needing business capital
Loans2go Finance Loans2go Finance 2 km Great people to deal with. Completed the whole transaction over the phone seamlessly....
Reviews
We see Darcy for a couple things but for life insurance in particular. Because he doesn't represent any one company in particular, we got to choose which insurance would work for us from a pretty big list of potential companies and weigh out the pros and cons. When I worked insurance in the past, I represented one company and it was difficult to match the client with one of our limited products. That was no issue here. Highly recommend Lakeside Financial Planners.
After having a baby last year, I wasn't sure where to start with savings and RESPs, as well as balancing basic household bills and investing for retirement. Darcy Knight helped tremendously and even found a mutual fund I'm excited about - not a string of words I ever thought I'd say and yet here we are! The staff are always helpful and exceedingly friendly, the parking is free, and the office is located conveniently in the South Pandosy area of the lower Mission.
I was referred to Lakeside Financial Planning by a friend although my mom has been going there for years and I should have just listened to my mother!, and it's one of the first times that I really felt like the person on the other side of the desk *listened* to me and the things I wanted. For example, I've always been interested in sustainable and responsible investing, but when I've asked others in the past, I've been shot down and told that "there's not enough money in that", which was never the point anyway. However, Darcy who is amazing was able to show me options that not only fit what I was looking for, but were clearly financially successful! He patiently explained everything and helped me to understand which options were right for *my* wants and needs. They also offer a complete package of service, like behavioural cash-flow planning which is like budgeting, except it works and long-term financial planning and modeling. Again, this sets them apart from other places I've been to. I would *highly* recommend these folks, and Darcy in particular, especially if finances make you nervous or you really have no idea what you're doing like me.
Great people to deal with, always super helpful and willing to go the extra mile. Highly recommend!
Great place and people to with , Maren Laird Thank you for all help
Awesome ti work with, best decision, I ever made.
Comment on this business

Lakeside Financial Planning map

to add Lakeside Financial Planning map to your website;



Copyright 2025 | All rights reserved.

You can use our top contact for adding and editing your business's information.
0.0032 Loaded in seconds