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Business Profile

Pension and Profit Sharing Plans

Sterling Advisory Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(250) 863-7766Email BusinessWrite a Review

About

Overview

Sterling Advisory Inc.

110 565 Bernard Ave

Kelowna, BC V1Y 8R4

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Operating Hours
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Sterling Advisory Inc. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

This business specializes in UK Pension Transfers to Canada as well as offering investment advice, mutual funds, insurance, and insurance investments.

BBB Accredited Since: 26/4/2022

Years in Business: 17

Products and Services

Financial Consulting, Investment Strategies, Pension Transfer Services, UK Pension Transfers

Photos and Videos

Business Details

Local BBB:
BBB serving Mainland British Columbia
BBB File Opened:
23/7/2015
Business Started:
30/7/2008
Business Incorporated:
8/11/2010
Type of Entity:
Corporation
Business Management:
Mark Walker, Owner/Director

Additional Contact Information

Principal Contacts
Mark Walker, Owner/Director
Customer Contacts
Mark Walker, Owner/Director
Fax numbers
Primary Fax: (877) 949-6674
Additional Phone Numbers
Other Phone: (866) 330-6653
Additional Email Addresses
Primary: Email this Business
Additional Websites
yellowpages.ca/bus/Britis...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
BC Financial Services Authority
1200 13450 102 Ave
Surrey BC V3T 5
Phone Number: 866 206-3030
https://www.bcfsa.ca/
[email protected]
BC Securities Commission
PO Box 10142 Pacific Centre
Vancouver BC V7Y 1
Phone Number: (604) 899-6500
https://www.bcsc.bc.ca/
[email protected]
Government of Yukon Corporate Affairs
PO Box 2703
Whitehorse YK Y1A 2C6
Phone Number: (867) 667-5225
[email protected]
Insurance Council Of British Columbia
PO Box 7 300 1040 W Georgia St
Vancouver BC V6E 4
Phone Number: (604) 688-0321
https://www.insurancecouncilofbc.com/
[email protected]
Investment Industry Regulatory Organization of Canada (IIROC)
2800 1055 W Georgia St
Vancouver BC V6E 3
Phone Number: (604) 683-6222
https://www.iiroc.ca/Pages/default.aspx
Business Categories
Pension and Profit Sharing Plans, Financial Planning Consultants, Investment Advisory Services, Insurance Agent, Financial Consultants, Insurance Consultant, Mutual Funds

Latest Reviews

  • Steve T

    "Really helpful in us bringing over 4 separate pensions to get consolidated into REMOVEDThe process would have been very daunting without Marks REMOVEDWould definitely recommend Sterling to anyone. REMOVEDin REMOVED."

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