Need Advice? Come to someone YOU can trust.

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Let your money do the work! Our products are designed to provide a secure future

Creative Financial Strategies for Businesses

Have Questions? We specialize in Business Issues and Concerns

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Protect the Ones you Love Let us show you a plan to protect those you care about the most

Wealth Creation and Security Creating a plan to protect the life you’ve worked so hard to built!

Welcome to Thom & Associates Financial Planners Inc.

As the largest independent brokerage in the Okanagan Valley, our company has been built on a strong foundation of credibility, excellence, reliability, knowledge and proficiency.

  • We believe in respect and treating our clients like we would good friends.
  • We believe in our team, like a family, where each member offers different strengths that benefit our clients and company alike.
  • We also believe that:

CLIENTS COME FIRST!
And we are dedicated to earning your trust and respect.


WHAT IS INVESTIA?

Many people ask us about what Investia is. Investia is a national mutual fund dealer dedicated to providing the support and services of our mutual fund representatives, Thom & Associates, who need to best serve their clients.  They meet or exceed the provincial securities regulator’s requirements for bonding and insurance, protecting those investments administered by their firm. To learn more about Investia, click here.

FINANCIAL STRATEGIES FOR INDIVIDUALS

Powerful concepts and programs that can help you get from where you are to where you want to be. A balanced plan will guide you through all phases of your life – the income creation phase, the accumulation of wealth, and its preservation.

WEALTH CREATION & SECURITY

An important part of planning for your finances is also protecting it. Whether you live too long, die too soon or become disabled, we offer products that can help you, your family, and your business. Protect the life you’ve built!

SUCCESSFUL BUSINESS SOLUTIONS

Today’s successful business owners plan in advance.  Planning for financing, employee protection and retention, and succession planning are just as important as planning for sales and services to create cash flows.  Let us help you plan, utilizing financial and insurance solutions to meet your needs.

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NOTE: All consultations are, without obligation, a complementary service of Thom and Associates Financial Planners Inc. Please complete the form and one of our representatives will contact you.

Message from the President

Ken Thom
President and Managing Partner
We are extremely fortunate to associate with such fantastic clients! We sincerely care about them, their families and their futures. Trust is earned and we are very thankful for their confidence in us and the opportunity to work with them.”