LAKESIDE FINANCIAL PLANNING
15 Reviews
- Friday8:30 AM–4:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–4:30 PM
- Tuesday8:30 AM–4:30 PM
- Wednesday8:30 AM–4:30 PM
- Thursday8:30 AM–4:30 PM
About the Business
Lakeside Financial Planning - Home |
Contacts
Call Us
+12507121131
550 West Ave #221, Kelowna, BC V1Y 4Z4
Hours
- Friday8:30 AM–4:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–4:30 PM
- Tuesday8:30 AM–4:30 PM
- Wednesday8:30 AM–4:30 PM
- Thursday8:30 AM–4:30 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Todd Ueda
14.10.2023
LAKESIDE FINANCIAL PLANNING
Great people to deal with, always super helpful and willing to go the extra mile. Highly recommend!
Shay Casavant
09.10.2023
LAKESIDE FINANCIAL PLANNING
After having a baby last year, I wasn't sure where to start with savings and RESPs, as well as balancing basic household bills and investing for retirement. Darcy Knight helped tremendously and even found a mutual fund I'm excited about - not a string of words I ever thought I'd say and yet here we are!The staff are always helpful and exceedingly friendly, the parking is free, and the office is located conveniently in the South Pandosy area of the lower Mission.
Angie Pinchbeck
10.09.2023
LAKESIDE FINANCIAL PLANNING
I was referred to Lakeside Financial Planning by a friend (although my mom has been going there for years and I should have just listened to my mother!), and it's one of the first times that I really felt like the person on the other side of the desk *listened* to me and the things I wanted.For example, I've always been interested in sustainable and responsible investing, but when I've asked others in the past, I've been shot down and told that there's not enough money in that"
Angel Rockwell
01.09.2023
LAKESIDE FINANCIAL PLANNING
Darcy is amazing to work with! He took the time to help me and my family get clear on what our needs actually are, and delivered a few options for us that weren't overwhelming. I got life insurance for my daughter as well as topped up my own life insurance coverage. We will absolutely be going back to Lakeside financial for any of our future insurance needs.
Sharon Jones
24.07.2023
LAKESIDE FINANCIAL PLANNING
Awesome ti work with, best decision, I ever made.
Ali M
14.07.2023
LAKESIDE FINANCIAL PLANNING
We see Darcy for a couple things but for life insurance in particular. Because he doesn't represent any one company in particular, we got to choose which insurance would work for us from a pretty big list of potential companies and weigh out the pros and cons. When I worked insurance in the past, I represented one company and it was difficult to match the client with one of our limited products. That was no issue here. Highly recommend Lakeside Financial Planners.
Add Review
Map
550 West Ave #221, Kelowna, BC V1Y 4Z4
LAKESIDE FINANCIAL PLANNING