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.
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.
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
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.
Interior Savings is a member-owned, community-based, credit union serving the public of Kelowna, BC, since 1939. We specialize in home and general insurance services. Book your appointment today.