Services and Products We Offer

Thom & Associates Financial Planners Inc. is an insurance and financial firm consisting of dedicated professional financial advisors assisting individuals and businesses with protection, wealth creation and preservation strategies.  Located in the heart of Kelowna, BC.  Thom & Associates offers powerful financial concepts and free consultations to help you achieve your desired financial goals – Call 250.861.RRSP (250-861-7777).

The following are Products and Services we provide for both Individuals & Businesses:

  • Accident and Sickness Insurance
  • Accumulation Products
  • Benefit Programs
  • Business Solutions
  • Canada Education Savings Grant
  • Client’s Needs Analysis
  • Critical Illness Insurance
  • Disability Insurance
  • Elder Care Protection
  • Estate Planning
  • Estate Transfer Concepts and Solutions
  • Extended Health and Dental Benefits
  • Financial and Insurance Solutions
  • Financial Goal Setting
  • Financial Strategies
  • Group Benefits Plans
  • Guaranteed Interest Accounts
  • Guaranteed Interest Certificates – (GICs) offered through multiple carriers.
  • Guaranteed Interest Funds
  • Guaranteed Retirement Income
  • Home Buyer’s Plan (HBP)
  • Inheritance Planning
  • Investing and Asset Allocation Strategies
  • Investment Planning
  • Keyman Insurance
  • Leverage Loan Strategies
  • Life and Joint Life Annuities
  • Life Insurance
  • Lifelong Learning Plan (LLP)
  • Locked in Fund (LIF)
  • Locked in Retirement Account (LIRA)
  • Locked-in RSP
  • Long Term Care Insurance
  • Medical Benefits
  • Mortgage Insurance Planning
  • Non Registered Funds
  • Permanent Life Insurance
  • Post Secondary Funding
  • Power of Attorney for Finances
  • Preparing For Retirement
  • Private Health Services Plans (PHSP)
  • Registered Education Savings Plans (RESP)
  • Registered Retirement Income Fund (RRIF)
  • Registered Retirement Savings Plans (RRSP)
  • Retirement Plan Solutions
  • Retirement Programs
  • RRIFs
  • Segregated Funds – Segregated funds products are offered through multiple carriers.
  • Spousal Rollover
  • Spousal RRSPs
  • Succession Planning
  • Tax Free Savings Accounts (TFSAs)
  • Tax Planning
  • Term Annuities
  • Term Life Insurance
  • Trust Accounts
  • Universal Life Insurance
  • Variable Annuities
  • Whole Life Insurance
  • Wills – preparation

Note: Insurance products are provided through multiple insurance carriers.

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Cities we serve locally:

  • Our Financial Planners service clients in:
    • Armstrong
    • Enderby
    • Kelowna
    • Winfield
    • Oyama
    • Coldstream
    • Vernon
    • Armstrong
    • Enderby
    • Lumby
    • Salmon Arm
    • Sicamous
    • West Kelowna
    • Westbank
    • Summerland
    • Peachland
    • Penticton
    • Okanagan Falls
    • Okanagan Valley
    • Thompson Okanagan

And extend our services throughout the provinces of:

    • British Columbia (BC)
    • Alberta (AB)