Summit Financial Planners Inc, Kelowna: Okanagan register

What its website says

summitfinancial.bc.ca, read 28 Oct 2026

In its words: “We guide, protect, and grow your wealth through collaborative planning, tailored advice, and long-term client relationships.”
Phone: (866) 888-8448
(250) 542-0044
its website lists 6 numbersits page /contact/ · read 28 Oct 2026

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: 4021777City 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

Summit Financial Planners Inc: City of Kelowna licence 4021777 (list read 27 Oct 2026). Phone (866) 888-8448, from summitfinancial.bc.ca, read 28 Oct 2026. /kelowna/service/summit-financial-planners-inc-4021777