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Group One Planning Solutions

Financial advisor or insurance · Kelowna

“Group One Planning Solutions helps you with smart Financial Planning for a secure future. Take control of your financial journey with expert…”

goplan.ca, read 28 Oct 2026

What its website says

goplan.ca, read 28 Oct 2026

In its words
“Group One Planning Solutions helps you with smart Financial Planning for a secure future. Take control of your financial journey with expert guidance, tools, and resources. Learn to budget, save, invest and plan for retirement to achieve your financial and estate planning goals.”
Email
  • duncan@goplan.ca
  • service@goplan.ca
its page /contact · 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
4085513City 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

Group One Planning Solutions: City of Kelowna licence 4085513 (list read 27 Oct 2026). Phone (250) 762-4102, from goplan.ca, read 28 Oct 2026. /kelowna/service/group-one-planning-solutions-4085513