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Clearpath Wealth Management

Financial advisor or insurance · Kelowna

“Certified Financial Planner, Financial planning, Financial Advisor, Insurance Advisor, Investment Advisor, Investments, Insurance, Mutual Funds,…”

clearpathwealth.net, read 28 Oct 2026

What its website says

clearpathwealth.net, read 28 Oct 2026

In its words
“Certified Financial Planner, Financial planning, Financial Advisor, Insurance Advisor, Investment Advisor, Investments, Insurance, Mutual Funds, Manulife, Kelowna Investment Advisors, Retirement Planning, Estate Planning, Wealth Management, Investment Planning”
Email
  • Brad.Bickley@manulifewealth.ca
  • Trevor.McTavish@manulifewealth.ca
its website lists 9 addressesits page /brad-bickley · read 28 Oct 2026
Services
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Tax Planning
its page /our-services · read 28 Oct 2026

Something here wrong or missing? Tell us.

More in ServicesEverything on the city’s list under this heading, in Kelowna
City of Kelowna record, and how to cite this entry

On the City of Kelowna licence list

Licence
4061491City of Kelowna licence list · read 27 Oct 2026
Type, as the city writes it
1240 - Services: FINANCIAL PLANNING SERVICES

A licence on the list does not say the business is still trading.

Cite this entry

Clearpath Wealth Management: City of Kelowna licence 4061491 (list read 27 Oct 2026). /kelowna/service/clearpath-wealth-management-4061491