Okanagan registerWhat its website says
creststonewealth.com, read 28 Oct 2026
- In its words
- “We are a financial planning, investing + insurance firm, supporting clients from our home location on the west coast of British Columbia, Canada across to the eastern seaboard.”
- info@creststonewealth.com
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
- 4092176City of Kelowna licence list · read 27 Oct 2026
- Type, as the city writes it
- 1240 - Services: INSURANCE AND NVESTMENT ADVISOR SERVICES
A licence on the list does not say the business is still trading.
Cite this entry
Creststone Wealth: City of Kelowna licence 4092176 (list read 27 Oct 2026). Phone (604) 596-7188, from creststonewealth.com, read 28 Oct 2026.
/kelowna/service/creststone-wealth-4092176