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Reliable Financial Planner in Kelowna For Long-Term Financial Goals

If worry-free retirement, saving up for children’s education or your ambition tempts you, but you don’t know how to get started, get in touch with the trusted financial planner in Kelowna. Our team at DKL Financial Services Inc will work with you every step of the way. Our team comprises professionals, lawyers, tax accountants, and financial analysts who have experience in simplifying financial planning for you. They will address all essential aspects of financial well-being, from insurance to investment to estate planning to tax. Our financial planner in Kelowna strives to help you make the right financial decision to help you build the future you desire.

 

DKL Financial Services Inc are trusted financial advisor across North America primarily because we are equally considerate about the people’s dreams behind financial planning. Connect with us for general queries or if you want us to manage your wealth effectively.

Financial Planning Services

Financial planning is a broad process; our financial planner in Kelowna understands it can sometimes feel overwhelming. Our financial advisors work with you to give you a comprehensive picture of all your finances. At DKL Financial Services Inc, we have been trained to focus on other aspects before drafting a personalized financial plan for our customers. We consider various factors, such as marital status, job title, business valuation, etc., to design a financial plan for our customers.

Why Should You Do Financial Planning?

Top reasons to have a financial advisor by your side:

  • They help you set goals and plan for your future.

  • Identifies opportunities in the form of tax-saving funds or saving accounts.

  • Assists in creating a safety net for unexpected expenses and events in your life.

  • Provides you with the know-how of the finance world.

  • Lastly, it provides peace of mind that you are in control.

If you want personalized financial planning services from a professional, give us a call.

Simplify Your Financial Goals

Managing money and investments can be complicated. A professional financial planner can help you sail through this confusion.

Call Us To Know How

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

Email: dprice@assante.com

 

 

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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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