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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

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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.
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