Free Initial Consultation
Helping you achieve personal financial success
MARK O’HARA is a CERTIFIED FINANCIAL PLANNER® professional and the owner of, Mark O’Hara Financial Planning Ltd., a registered corporation located in Kelowna and servicing the Okanagan area.
Mark has been developing financial plans and giving advice to clients since December, 1999.
As a CFP ® professional, Mark is committed to understanding his Kelowna client’s financial goals and concerns which can be quite simple or very complex. He applies his knowledge, experience and skills to develop, through the financial planning process, specific strategies and recommendations to address each client situation individually.
Mark works with individuals and families, businesses, Stratas and Charities. His clients receive personal and attentive planning services and peace of mind knowing someone has their best interest at heart.
Mark only practices financial planning which he believes is, at a minimum, a full-time job. The process includes
He can help with
We do not
However, Mark does understand how the financial system works, and can discuss these with you in the sense of a strategy that would be most suitable. He can make sure you don’t make significant mistakes.
We value our client's time, so please book an appointment and we can start the discussion to improve your financial future.
Note: During this time of COVID-19, we practice social distancing, wash hands often and wear a mask during appointments.
Kelowna, British Columbia, Canada
Feel free to contact Mark any time at:
Office/Cell: (250) 808-5241