Okanagan registerWhat its website says
planfirst.ca, read 28 Oct 2026
- In its words
- “Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn't be stressful. That's why we'll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family - unrestricted by regions and time zones.”
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
- 4073441City of Kelowna licence list · read 27 Oct 2026
- Type, as the city writes it
- 1240 - Services: FINANCIAL ADVISORS
A licence on the list does not say the business is still trading.
Cite this entry
Plan First Financial Solutions Ltd.: City of Kelowna licence 4073441 (list read 27 Oct 2026). Phone (250) 860-6464, from planfirst.ca, read 28 Oct 2026.
/kelowna/service/plan-first-financial-solutions-ltd-4073441