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Kelowna Financial Advisor Services

Other Products & Services

As an experienced financial advisor based in Kelowna, B.C, I provide products and services that address specific needs in your financial security plan, whether it is to help fund your child’s education, build a successful business or retire comfortably.

I have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.

Investment Products:
Whether saving for your child’s education, planning a vacation, building a nest- egg or managing your finances during retirement, I can help you create an investment fund portfolio that fits your needs.

Mutual Funds:
A significant component of most investment portfolios, Mutual Funds may fit into your plan. Mutual Funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers.

Segregated Fund Policies:
Segregated Fund Policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since these are only available through an insurance policy, Segregated Fund Policies have several features and benefits that make them different from Mutual Funds.

Insurance Products:
Along with helping you build and manage your investment funds, I can help you choose insurance products to minimize financial risk to you and your family.

Individual Life Insurance:
Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A plan that includes life insurance can ensure you leave your estate financially secure, avoid debts and provide adequate income for your family.

Disability Insurance:
Accidents and illnesses are unfortunate facts of life. When tragedy strikes, disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income.

Critical Illness Insurance:
A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.

Health and Dental Insurance:
Provincial governments continue to cut back their levels of healthcare coverage, leaving you to pay for expenses such as prescription drugs, eye exams and paramedical services. I can help you build a plan that supplements your provincial government plan.

*Insurance products are provided by multiple insurance providers

For Kelowna financial advisor services, or anywhere in British Columbia, Alberta, or Ontario, contact me to learn what I can do for you.

Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carriers.

Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.