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Kelowna, BC
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life insurance kelowna bc

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1
318 - 985 K.L.O. Rd, Kelowna, BC, V1Y 9L2
250-763-4750
As an independent financial planner in Kelowna for over 28 years, I have a wide range of quality financial planning products and information, which are designed to save and make you money as safely and effectively as possible. These financial products are custom designed to meet your needs. They include, Pensions, R.S.P.s, R.R.I.F.s, Life Insurance, Term Deposits, R.E.S.P.s and Investment Funds. Being independent, means I can seek out the best financial planning products and information for your needs, now, and in the future. I have enjoyed studies in Pension Plans, Investment Funds, Accounting, Law, and all areas associated with well-rounded financial planning. My studies are always ongoing. So instead of going to many different Banks or Insurance Companies that may have only one point of view. You can talk to one independent, experienced, objective advisor, about how to best improve your financial position.
2
Suite 303, 3001 Tutt Street, Kelowna, BC, V1Y 2H4
250-938-2757
Bryce is a financial advisor and insurance broker in Kelowna, BC with Thom & Associates Financial Planners Inc. He works with both individuals and businesses to provide them with insurance and investment solutions that help them reach their financial goals. It is Bryce's job to be sure that you and your family are well protected from your debts as well that you have a secure retirement plan in place to ensure that you and your family have a stress free road to and through retirement. Bryce has lived in the Okanagan all of his life, and has always said that he will never be able to leave this beautiful landscape. Bryce grew up in Lumby, BC and recently moved to Kelowna where he graduated from the Bachelor of Business Administration program at the top of his class in April 2010. Since graduation Bryce and his wife have settled in their new home here in Kelowna where Bryce plans to build his career as a financial advisor.
3
207A-307 Banks Rd, Kelowna, BC, V1X 6A1
250-860-6067
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