Incorporated in 1995 by Ken Thom, Thom & Associates Financial Planners Inc. has grown to become one of the longest existing independent financial planning brokers in the Okanagan Valley and Interior of British Columbia, providing insurance, financial and consulting services for individuals, families and businesses of all sizes.
Our clients are our friends and our team is our family. We approach our work day with enthusiasm and dedication which has helped create a strong foundation of ethics, credibility, reliability, excellence, knowledge and proficiency. OUR NUMBER ONE BELIEF – CLIENTS COME FIRST!
Each team member (advisors and administration) is educated in all elements of the financial planning
industry. Our Advisor’s dedication to education goes well beyond what is just expected from the industry. We specialize in Estate and Tax Planning, Business Services, Registered Education and Registered Disability Planning. With constant educational upgrading we stay on the cutting edge of the insurance and investment industry.
Not confined or limited to providing certain products like many other financial institutions and companies, Thom & Associates provides a large variety of exceptional products and the product knowledge required for your plan. We will pinpoint your needs and provide you with the right solution with the right product at the right price.
We appreciate the fact that people come from varied backgrounds, diverse situations and unique circumstances. Thom & Associates has the expertise to assist anyone and everyone to create and preserve savings, build wealth, and put plans in place to protect health, family and investments from unfortunate events.
Our reputation speaks for itself. With many happy, satisfied clients we have worked hard to become one of the Okanagan’s longest running financial planning companies. Thom & Associates serve local clients in Kelowna and throughout the Okanagan Valley, including Winfield, Vernon, Oyama, West Kelowna, Westbank, Summerland, Peachland and Penticton. We also serve clients throughout BC and Alberta. Contact us to see how we can help you.
All services provided through Thom & Associates Financial Planners Inc. Insurance is provided through multiple carriers.
Segregated Fund Disclosure: Commissions, trailing commissions, management fees and expenses all may be associated with segregated fund investments. Please read the fund summary information folder for segregated funds before investing. Segregated Funds may be guaranteed, their market value changes daily and past performance is not indicative of future results.