Group BenefitsEveryone needs a group health plan. We have plans suited to every sized business, small or large. See how affordable it is to get quality coverage.Segregated FundsSegregated funds are like mutual funds with guarantees to ensure you get all the investment growth while providing guarantees to minimize losses.Life InsuranceLife Insurance is one of the cornerstones of a proper financial plan. Not everyone is the same and neither are all life insurance plans. today for a competetive quote or to review your current plan.WelcomePoints West delivers creative and taxefficient solutions that meet the needs of our individual clients and business owners alike.Through our independence, we scan the market and consult with specialists to ensure that your insurance solution is based on unbiased and proven strategies.Lisa Jaffary is an Insurance specialist with Points West. Since 1990, Lisa has been helping individuals and business owners with their insurance planning. Her areas of expertise are health and dental plans, life, disability and critical illness insurance, segregated funds and guaranteed interest accounts.Lisa cowrites the column 'Dollars & Sense' in the Kelowna Daily Courier
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.
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.
Absolutely the nicest place to conduct insurance business from the moment you enter the office until you exit the office! Get knowledgeable staff, friendly and they go beyond the extra mile for you! I have just broken my arm and could not get down to the office to insurance my car before the renewal date, Marlee an employee at Capri called me yesterday to remind me that my insurance was due on the 27th, the reminder was a bonus I truly appreciated! When I told Marlee my circumstances she Read more
The company provides comprehensive financial planning and wealth management services, focusing on investment strategies, estate planning, tax management, and personalized advice to help clients achieve their financial goals.