Thom & Associates Financial Planners Inc. on Our Okanagan:

In today's economy, finding the right Financial Planner is crucial to your peace of mind.

Thom & Associates Financial Planners know how important it is for you to reach your greatest potential when it comes to your finances. We have walked through many of life's challenges with our clients and have seen first hand how an efficient financial strategy makes all the difference.  Your trust and financial security is of utmost importance to us.

We specialize in: Financial Planning to Sustain and Create Wealth for Individuals, Estates, Trusts, Business Solutions, Retirement Programs, Elder Care Protection, Estate Transfer Concepts & Solutions, Retirement Plan Solutions, Insurance Protection, Family Planning and Post-Secondary Funding.

We look forward to getting to know you.

 

 

 

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Address 312-1890 Cooper Road

Kelowna, BC
V1Y 8B7
(View Map)
Phone (250) 861-7777
Fax
Business
Keywords
Investment Products, Life Insurance, Estate Planning, Retirement Planning, Group Benefits, Business Planning
Key Contact
Email main@thomandassociates.com
Website www.thomandassociates.com
Social
Description

In today's economy, finding the right Financial Planner is crucial to your peace of mind.

Thom & Associates Financial Planners know how important it is for you to reach your greatest potential when it comes to your finances. We have walked through many of life's challenges with our clients and have seen first hand how an efficient financial strategy makes all the difference.  Your trust and financial security is of utmost importance to us.

We specialize in: Financial Planning to Sustain and Create Wealth for Individuals, Estates, Trusts, Business Solutions, Retirement Programs, Elder Care Protection, Estate Transfer Concepts & Solutions, Retirement Plan Solutions, Insurance Protection, Family Planning and Post-Secondary Funding.

We look forward to getting to know you.

 

 

 

What We Offer

Financial Planning

Retirement Planning

Estate Planning

Business Planning

Estate Administration

Investment Products and Planning

RRSP,s/RRIF's/RESP's/TFSA's

Segregated Funds

Mutual Funds

 

Life Insurance Products

Life Insurance

Critical Illness/Disability

Group Benefits/Pension Plans

This business did not post any Updates, Events or Sales/Promotions.

There are no job/volunteer opportunities available at the moment.

There are no Request for Proposals available at the moment.

There are no Investment Opportunities available at the moment.