Summit Financial Planners Inc. is an independent financial planning firm with offices in Vernon and Kelowna. Our firm was formed in 1987 to provide financial services to clients throughout the provinces of British Columbia and Alberta.

Practising within clearly delineated areas of law, a Notary Public is a professional who can offer you the most effective and efficient way to deal with your legal needs. We have the hands-on experience with matters that are important to you: the kind of experience you can rely on for prompt, efficient delivery of services. Our clients hire us to... Read More about Chelsea Kramer Notary Corp

As your Vernon financial advisor, we help you build a secure future with a strategy as unique as you are. Whether you are looking for life insurance, retirement planning, or investment advice, we provide trustworthy guidance to help you reach your goals. Based here in the Okanagan, we're dedicated to protecting what matters most to your family while navigating the... Read More about Precision Peak Financial Services Ltd. - Sun Life

Here in Canada, Thomas Cook and Marlin Travel have always taken a partnership approach with its customers. So when the companies merged in May 1993, it was done with partnership in mind.

Sun Life Financial is a leading international financial services organization providing a diverse range of protection and wealth accumulation products and services to individuals and corporate customers. Chartered in 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China... Read More about Sun Life Financial

Primerica’s roots date back to 1977 when the company embarked on a revolutionary crusade to transform the life insurance industry. Primerica’s “Buy Term and Invest the Difference” philosophy encourages middle-income families to purchase affordable term life insurance so they can have more money to invest in their family’s future. Today, Primerica has expanded its crusade to address the number one... Read More about Primerica Financial Services

Insurance can help you manage risk. But it also has many tax advantages. Your financial security advisor can help you decide which insurance products are right for you.

It takes planning to ensure your dreams come true. Your Clarica advisor will listen to you, understand your financial needs, and then offer clear financial options based on your goals and objectives. Together, you'll find straightforward solutions.

Primerica’s roots date back to 1977 when the company embarked on a revolutionary crusade to transform the life insurance industry. Primerica’s “Buy Term and Invest the Difference” philosophy encourages middle-income families to purchase affordable term life insurance so they can have more money to invest in their family’s future. Today, Primerica has expanded its crusade to address the number one... Read More about Primerica Financial Services

Insurance can help you manage risk. But it also has many tax advantages. Your financial security advisor can help you decide which insurance products are right for you.