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.
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.
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.
Thank you so much for the very useful 2018 calendar. Wishing you and all the Staff a Happy Christmas and happiness, good health and success in the New Year. R.C.Read more
The Co-operators Group Limited is a Canadian co-operative with more than $48 billion in assets under administration. Through its group of companies it offers home, auto, life, group, travel, commercial and farm insurance, as well as investment products. The organization protects over 629,000 lives, 800,000 homes, 1.3 million vehicles, 39,000 farms and 197,000 businesses. It insures 175, 000 employees through Group Benefits plans, offers a wide range of Wealth Management products and provides Credit Lfe insurance to 617,000 Canadians.
The Co-operators is well known for its community involvement. As a co-operative insurer, the organization believes it has a responsibility to help build stronger, safer communities by actively supporting distraction-free driving, mental health, flood safety and sustainability.
The Co-operators is listed among the Best Employers in Canada by Aon Hewitt and Corporate Knights' Best 50 Corporate Citizens in Canada.
We offer expert advice that works for you now and in the future ? because financial freedom should leave room for you to live. That means having control over your money, doing what makes you happy, and focusing on your family, not just on your pocketbook. It means following your heart and not being afraid to change your mind. We?re there to help you with every step, every decision and every success.Financial security advisors are highly skilled at explaining your financial choices without using complicated financial jargon. They?re there to help you take control of your financial future. Our advisors build long-term relationships with clients, working with them through the ups and downs of their lives, helping them achieve their goals, whatever those goals may be.
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
ENCOMPASS Benefits & HR Solutions is a leading independent employee benefits broker & Human Resources consulting firm.We work closely with clients to design and implement custom, cost-effective employee group health insurance, group retirement savings, Human Resources and health & wellness plans. Group Benefits Products we support our clients with: Life Insurance, Dependent Life, AD&D, Extended Health, Dental, Short Term Disability, Long Term Disability, Employee & Family Assistance Programs, Health Spending Accounts, Cost Plus, Critical Illness, Group RRSPs, Pension, Flex Plans, Optional Insurance and U.S. Benefits. We represent our client's needs first and foremost assisting with benefit cost analysis, negotiation, issue resolution and ongoing support. ENCOMPASS has relationships with ALL Canadian insurance carriers to find and negotiate the best insurance coverage and rates for our clients. Our team is here to help with all your group employee benefits, retirement & HR needs.
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.