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Plan it with us.

Our financial team will help you identify opportunities you may be missing in your financial picture.

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A Wealth Management Firm trusted by clients across North America.

Experience True Team-Based Collaboration

Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most. DKL Financial Group can help you manage your wealth in the most effective way. We are your trusted financial advisors in the Okanagan Valley.


As Assante advisors, we can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, our team can work with you every step of the way.


Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by our team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.


If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation.

“It feels different in here. We’re a family. We care, and we’re going to be there to help.” 

Dale Lamb – Financial Advisor DKL Financial Group.

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Contact Information


216-3477 Lakeshore Road

Kelowna, BC V1W 0A7


Phone: 778-940-3607


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Plan It with Us

Our financial advisors can help identify opportunities and guide you to make informed decisions for building and protecting your savings based on your goals and plans for the future.

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Trusted Advice

Through a personalized, comprehensive approach to wealth management we offer  services for high net-worth individuals, businesses and families.

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Understanding Your Needs

We realize that every financial situation is unique and we’re dedicated to tailoring a plan to your specific needs.

Contact Details

DKL Financial Group

Assante Financial Management Ltd.


216-3477 Lakeshore Road

Kelowna, BC V1W 0A7


Phone: 778-940-3607

Toll Free Number: 1-877-497-6982




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Hours of Operation

Monday - Thursday 08:30 AM - 04:30 PM

Friday 08:30 AM - 04:00 PM

Saturday - Sunday Closed

Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and the MFDA Investor Protection Corporation. 

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