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We have been insuring our clientele for some 20 years and continue to improve our markets, products and service to be your best choice brokers.
Excellent service. Helped me with auto insurance. Was small issue they resolved immediately. Read more
At Western Financial Group - Kelowna Insurance Broker, we’ve been helping Canadians protect what matters most for over 100 years. As Canada's Insurance Broker, we offer personalized coverage for Home Insurance, Car Insurance, Business Insurance, Farm Insurance, Life Insurance, and more. We compare rates from top insurers across Canada to find the best insurance coverage that fits your needs and budget. With over 1 million customers served nationwide, we’re a trusted insurance broker in the Kelowna area, serving our Kelowna community with straightforward advice, competitive pricing, and reliable service every step of the way.
I have been in the life insurance industry for 12 years, four of which were in the Philippines. I speak fluent Filipino and English and I am happy to serve customers in either language. After moving to Canada, I restarted my life insurance career in employee benefits and gained my Retirement Planning Associate designation before finding my true passion in offering life insurance and financial services solutions for individuals and businesses in 2019. I’m proud to be a compassionate, empathetic financial services account executive on Western Financial Group’s life insurance team. Customer care is my top priority. I’m always looking forward to meeting new clients and referrals. If you are looking for life insurance in Kelowna or in surrounding areas of British Columbia, reach out to me. I’m also licensed to advise customers in Alberta, Saskatchewan, Manitoba, and Ontario. Products and services Ask me about Life Insurance, Critical Illness, Disability (Income Protection), Group Benefits and retirement products. What you should know about disability insurance and how it can protect your income Did you know that musculoskeletal disease, cardiovascular disease, cancer, and mental illness are 6 times more likely to result in disabilities than accidents? With disability insurance, you’ll have the peace of mind in knowing that your pay cheque will not be affected. Unable to work? Your disability insurance policy covers a percentage of your salary. You’ll be paid monthly for a set period of time or until you reach a certain age. About me When I’m not serving my clients, I enjoy golfing with my husband, being outdoors with friends, gardening, and going to the beach.
Interior Savings Financial Services offer great investment options and smart financial advice. It’s good to have choices, and it’s great to have someone on your side to help you make the right ones. Our experienced, accredited investment experts will help you manage the money you have now so you can enjoy life your way. Whether you’re new to investing or a seasoned veteran, we’ll answer all your questions. Tell us your goals, short term and long term, and we’ll help you get there. Investing We have lots of ways to invest: TFSAs, RRSPs, RRIFs, RESPs, Mutual Funds* and Term Deposits , and the smart advice that will help you decide.
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.
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.
Great service. People who care. Company who cares about the community and their staff. Read more
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