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Creative Financial Strategies for Businesses
Need Advice? Come to someone YOU can trust.
Come to us!
Let your money do all the work!
Our products provide results
Protect the Ones you Love
Let us show you how
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? 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. For more information 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.