Welcome to North Bay Financial Services

Your Journey Matters

At NorthBay Financial Services we take pride in providing professional investment and risk management solutions to our clients. Our approach is simple yet comprehensive - by understanding that each client’s needs and situations are unique to them and developing effective and meaningful strategies to meet their goals at all stages of their lives.

As an independent Financial Planning firm, we will partner with you to educate and guide you as well as implement financial strategies which will enable you to achieve your goals. NorthBay Financial Services is independent of any financial institution and we are advocates working for you without bias.

We are passionate about helping people make financial decisions that are in consonance with their principles, values and dreams as well of those of their heirs. We welcome the opportunity to show you how.

Located in Kelowna, British Columbia we work for clients throughout the Okanagan Valley, the lower mainland as well as Calgary and Edmonton Alberta. Whether you are interested in a comprehensive financial plan or more specific wealth creation advice, we will provide you with experienced, knowledgeable and professional service.

Complimentary Consultation

• Need objective help with substantive financial issues?
• Are you on track to achieve “financial freedom”, buy that vacation home or send the kids to University?
• Is your current advisor focused on your needs?
• The key to achieving any goal is to take the first step