Insurance Agents near Coldstream BC (109 Result(s))

Capri Insurance started in Kelowna in 1975 with 6 people and a handful of clients. Today Capri Insurance and its affiliates serve 100,000 clients with over 300 people in 12 offices throughout the Interior of British Columbia and 1 office in Greater Vancouver. Capri Insurance is licensed across Canada and through partnerships in Quebec. We have grown substantially because we have stayed in tune and responded to the need for service, convenience and innovation. Specializing in Business Insurance and Personal Insurance programs including Employee Benefits and Wealth Management at Capri Insurance we truly have you covered. Capri Insurance continues to invest in technology to reduce the overhead for insurers and ourselves which enables us to reward our clients with competitive products while maintaining a high level of personalized service. When a loss does occur, our claims department is geared to respond by handling claims with efficiency and sensitivity, 24 hours a day.

I’m proud to be a compassionate, empathetic financial services account executive on Western Financial Group’s life insurance team. I have 10 years of experience in investing and more than six years’ experience in insurance. I am based in Vernon, B.C. Customer care is my top priority. I’m always looking forward to meeting new clients and referrals. I’m also licensed to serve you in Alberta and Ontario. I am a certified financial planner and I have the Life License Qualification Program (LLQP) designation. Products and Services My mission is to help individuals, families and businesses achieve their financial goals and protect their assets. By utilizing Western Financial as a comprehensive brokerage, I am dedicated to providing personalized and expert advice to help my clients make informed decisions and reach their financial objectives. My goal is to establish long-lasting relationships based on trust and integrity, and to be a trusted resource for all of my clients' financial needs. About me I’m based in the Northern Okanagan and I am a family centric, outdoor loving individual. If I’m not skiing, biking, or spending time with my family, I’m talking finance.

As an independently owned insurance brokerage that started small, we know about people. Every valued client we have today was once a stranger looking for help. At Capri, we turn strangers into friends, using our specialized knowledge & dedication to customer service to solve your problems & win your business. We have grown substantially because we have stayed in tune & responded to the need for service, convenience and innovation. When a loss does occur, our claims department is geared to respond by handling claims with efficiency and sensitivity, 24 hours a day. By representing a wide cross-section of Canada’s most reputable, competitive & financially-sound insurers, we are able to offer our clients the very best insurance protection at the most reasonable cost.

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.

Sussex Insurance is British Columbia's leading insurance agency, providing convenient service to communities all around the province. Our location is conveniently located inside Superstore and is open 7 days a week from 9am to 9pm. Sussex Insurance offers coverage options for auto, home, travel, business, marine, and recreational insurance. Visit our website for more information and ask get a FREE quote today! We place a strong value on our communities, and proudly support Little League Baseball, Minor Baseball, and minor hockey programs throughout British Columbia.

BCAA is one of the most trusted organizations in British Columbia. BCAA provides an array of award-winning home, auto and travel insurance products and services, and roadside assistance.

Sussex Insurance is British Columbia's leading insurance agency, providing convenient service to communities all around the province. Our location is conveniently located inside Walmart and is open 7 days a week from 9am to 9pm. Sussex Insurance offers coverage options for auto, home, travel, business, marine, and recreational insurance. Visit our website for more information and ask get a FREE quote today! We place a strong value on our communities, and proudly support Little League Baseball, Minor Baseball, and minor hockey programs throughout British Columbia.

Capri Insurance started in Kelowna in 1975 with 6 people and a handful of clients. Today Capri Insurance and its affiliates serve 100,000 clients with over 300 people in 12 offices throughout the Interior of British Columbia and 1 office in Greater Vancouver. Capri Insurance is licensed across Canada and through partnerships in Quebec. We have grown substantially because we have stayed in tune and responded to the need for service, convenience and innovation. Specializing in Business Insurance and Personal Insurance programs including Employee Benefits and Wealth Management at Capri Insurance we truly have you covered. Capri Insurance continues to invest in technology to reduce the overhead for insurers and ourselves which enables us to reward our clients with competitive products while maintaining a high level of personalized service. When a loss does occur, our claims department is geared to respond by handling claims with efficiency and sensitivity, 24 hours a day.