Bank branches in Kelowna with investment planning
List of bank branches with investment planning in Kelowna
Searching for bank branches with investment planning in Kelowna? We’ve mapped out all locations offering these specific services, including extended hours and specialized equipment to help you manage your banking needs efficiently.
2
Inst. No: 001
Transit: 27380
+1 250-861-1651
Monday: 09:30-17:00 | Tuesday: 09:30-17:00 | Wednesday: 09:30-17:00 | Thursday: 09:30-17:00 | Friday: 09:30-18:00 | Saturday: 09:30-16:00 | Sunday: Closed
3
Inst. No: 001
Transit: 08090
+1 250-861-1626
Monday: 09:00-17:00 | Tuesday: 09:00-17:00 | Wednesday: 09:00-17:00 | Thursday: 09:00-18:00 | Friday: 09:00-18:00 | Saturday: 09:00-16:00 | Sunday: Closed
4
Inst. No: 010
Transit: 06060
(250) 470-1650
Monday: 9:30 AM - 5:00 PM | Tuesday: 9:30 AM - 5:00 PM | Wednesday: 9:30 AM - 5:00 PM | Thursday: 9:30 AM - 5:00 PM | Friday: 9:30 AM - 6:00 PM | Saturday: 9:30 AM - 4:00 PM | Sunday: Closed
10
Inst. No: 003
Transit: 02440
250-860-3727
Mon-Fri 09:30-19:00 | Sat 09:30-16:00 | Sun Closed
11
Inst. No: 003
Transit: 02450
250-763-1101
Mon-Fri 09:30-17:00 | Sat 09:30-16:00 | Sun Closed
12
Inst. No: 003
Transit: 05000
250-765-7761
Mon-Fri 09:30-19:00 | Sat 09:30-16:00 | Sun Closed
13
Inst. No: 002
Transit: 53470
(250) 4483280
Mon: 9:30-17:00 | Tue: 9:30-17:00 | Wed: 9:30-17:00 | Thu: 9:30-18:00 | Fri: 9:30-17:00 | Sat: 9:30-16:00 | Sun: Closed
17
Inst. No: 002
Transit: 11130
(250) 7172585
Mon: 9:30-16:00 | Tue: 9:30-16:00 | Wed: 9:30-16:00 | Thu: 9:30-17:00 | Fri: 9:30-17:00 | Sat: 9:30-16:00 | Sun: Closed
18
Inst. No: 004
Transit: 00277
(250) 763-4241
Mon - Fri: 9:00 AM - 5:00 PM | Saturday: CLOSED | Sunday: CLOSED
19
Inst. No: 004
Transit: 09174
(250) 448-1123
Monday: 9:00 AM - 6:00 PM | Tuesday: 9:00 AM - 6:00 PM | Wednesday: 9:00 AM - 6:00 PM | Thursday: 9:00 AM - 8:00 PM | Friday: 9:00 AM - 8:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED
20
Inst. No: 004
Transit: 00715
(250) 860-7765
Mon - Fri: 9:00 AM - 6:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED
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Bank branches with investment planning in Kelowna
Smart investing is about more than just picking stocks; it is about building a balanced portfolio. Our directory lists 20 branches in Kelowna where you can discuss TFSA (Tax-Free Savings Account), RRSP (Registered Retirement Savings Plan), and mutual fund options with certified investment advisors who prioritize your growth.
Frequently Asked Questions
— Can I open a TFSA or RRSP at any Kelowna branch?
Yes, advisors at all 20 locations can help you open these tax-advantaged accounts and explain the contribution limits for the current tax year.
— How do I find the 5-digit transit number for these branches in Kelowna?
The transit number is a unique identifier for each specific branch location. You can find the specific 5-digit code for any of the 20 locations in Kelowna listed in our directory above, usually displayed next to the branch address.
— Do I need an appointment to access with investment planning at these locations?
For specialized services like with investment planning, we strongly recommend booking an appointment. While many of the 20 branches in Kelowna allow walk-ins for basic teller transactions, speaking with a financial advisor usually requires a scheduled time to ensure availability.
Note: Branch information for Kelowna is subject to change. We recommend contacting the institution directly to confirm hours and available services.
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