British Columbia
Meet our team at the Kelowna office or work with us virtually from Vancouver, Victoria, the Okanagan and communities throughout British Columbia.
Financial advisor in Kelowna →Financial advisor in Vancouver →
Wealth Management from British Columbia to Ontario
Meet with us at our Kelowna office or virtually across British Columbia, Alberta, Saskatchewan, Manitoba and Ontario.
Where we serve
Financial advice wherever you call home
Insight Planning is a Kelowna-based wealth management firm serving clients in person and virtually from British Columbia to Ontario. Our secure virtual planning process gives clients in BC, Alberta, Saskatchewan, Manitoba and Ontario access to the same coordinated advice, ongoing reviews and Insight 360° planning experience.
Kelowna, BC Office
Address890 Clement Ave, Unit 306
Kelowna, BC V1Y 0H8
Kelowna, BC V1Y 0H8
Phone(778) 488-5577
HoursMonday–Friday, 9:00 AM–5:00 PM Pacific Time
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Virtual Wealth Management
You do not need to live in Kelowna to work with Insight Planning. Meetings, plan reviews and ongoing financial coordination can all be completed virtually, with the same team and planning process available to in-office clients.
BC to Ontario
Our primary service areas
One coordinated planning relationship, whether you meet with us in Kelowna or connect from another province.
Alberta
Clients in Calgary, Edmonton and across Alberta can access coordinated financial planning, investment management and ongoing reviews virtually.
Saskatchewan
Insight Planning serves clients in Saskatoon, Regina and communities throughout Saskatchewan through secure virtual meetings and a structured planning process.
Manitoba
Clients in Winnipeg and across Manitoba can work with our Kelowna-based team virtually for connected financial, retirement, tax, estate and investment planning.
Ontario
Clients in Toronto, Ottawa and communities across Ontario work with our Kelowna-based team through secure virtual meetings and the same structured planning process.
How virtual financial planning works
1
Request an Introduction
Tell us what is changing, what feels complex and what you want your wealth to accomplish.
2
Build one coordinated plan
We organize your financial decisions across retirement, tax, estate and investment planning.
3
Meet and review virtually
Your plan stays current through secure online meetings, ongoing reviews and coordinated next steps.
Common questions
Locations and virtual service
Where is Insight Planning located?
Insight Planning's office is at 890 Clement Avenue, Unit 306, Kelowna, British Columbia, V1Y 0H8.
Does Insight Planning serve clients in Saskatchewan, Manitoba and Ontario?
Yes. Insight Planning provides virtual wealth management and financial planning to clients in Saskatchewan, Manitoba and Ontario, as well as British Columbia and Alberta.
Can I work with Insight Planning if I do not live in Kelowna?
Yes. Meetings, planning reviews and ongoing coordination can be completed virtually, so clients do not need to live near the Kelowna office.
What services are available virtually?
Virtual clients can access coordinated financial planning, retirement planning, tax strategy, estate planning and investment management through the Insight 360° OS.