Financial planning & investments 34 listed in the Kootenays

Where to find them

Most of the region's financial planning & investments are in Cranbrook, Castlegar and Nelson. In all, they are in 7 towns. Most of them have their own website, and the links below take you straight there.

Advisors gather in the towns that have bank branches. So the list is short, and the options are far apart. First, ask how the advisor gets paid. The answer shapes every piece of advice that follows. Most advisors post their credentials and a booking link online. That makes a first meeting easy to set up without the phone call you keep putting off.