Home Insurance near Shuswap BC (85 Result(s))

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.

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.

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.

Insurance We help you get ready for anything We love helping members plan for the future, but we?re also there when the future doesn?t go as planned. All kinds of coverage for the things we all value, with experts who?ll help discern what coverage you need, and build an affordable plan. And super-sensitive service with claims so there?s less stress in the moment, not more.