Okanagan registerWhat its website says
centaurusfinancial.com, read 28 Oct 2026
- In its words
- “Centaurus Financial, Inc. is a leading independent broker/dealer licensed to offer securities, investment advisory services and insurance products nationwide.”
- Services
- WealthManagement
- RetirementPlans
- Alternative Investments
- Investment Options
- Variable
- Fixed
- Fixed Indexed
- Immediate
40 more it lists
- Variable Life
- Universal Life
- Whole Life
- Term
- Long Term Care (LTC)
- Disability
- Open-End Funds
- Closed-End Funds
- Exchange-Traded Funds (ETFs)
- Allocation / Target Funds
- Roth
- Traditional
- SEP
- Simple
- 401 (k)
- 403 (b)
- 457 Plan
- Defined Benefit
- Money Purchase
- Profit Sharing
- Real Estate Investment Trusts (REITs)
- Business Development Companies (BDCs)
- Energy Programs
- Equipment Leasing Funds
- 1031 Exchange Programs
- Private Real Estate Programs
- Mortgage/Debt Focused Investments
- 529 College Savings Plans
- Stocks
- Options
- American Depository Receipts (ADR)
- Bonds
- CDs
- UITs
- CLASSIC Plus Program
- Third Party Professional Management
- Financial Planning and Consulting
- CLASSIC Plus
- Third Party Money Managers
- Clearing Services
- Elsewhere
Something here wrong or missing? Tell us.
City of Kelowna record, and how to cite this entry
On the City of Kelowna licence list
- Licence
- 4091446City of Kelowna licence list · read 27 Oct 2026
- Type, as the city writes it
- 1240 - Services: IIROC REGISTERED INVESTMENT ADVISOR/PORTFOLIO MANAGER
A licence on the list does not say the business is still trading.
Cite this entry
Acpi - Centaurus Wealth Manage: City of Kelowna licence 4091446 (list read 27 Oct 2026). Phone (800) 880-4234, from centaurusfinancial.com, read 28 Oct 2026.
/kelowna/service/acpi-centaurus-wealth-manage-4091446