Thom & Associates has grown to become the largest independent financial planning brokerage in the Okanagan Valley and interior of British Columbia. Finding an advisor is your first step toward financial security. Our team is fully equipped to help you create wealth and preserve it through all the complexities of life. Our certified planners will look at your complete financial picture and with the application of prudent investment principles, help you create a balanced plan to guide you through all phases of your life – through the income creation phase, the accumulation of wealth, and its preservation. All our consulting is done, without obligation, and as a complimentary service to our clients. Contact us to get started.
Moving from Prudential Insurance in 1995, Ken opened Thom & Associates Financial Planners Inc. as an independent brokerage. Ken is the President of Thom & Associates Financial Planners Inc., and has been a Member of the prestigious [ Read More...
Managing Partner – CFP® Certified Financial Planner, Mutual Fund Investment Advisor
Originally from Ontario, Brett has traveled to, worked and lived in many countries around the world before making Kelowna his permanent home.Brett has been with Thom and Associates Financial Planners Inc. since 2007 and now works [ Read More...
Managing Partner – CFP® Certified Financial Planner, ACS, AIAA, Mutual Fund Investment Advisor Assistant
Pauline, VP of Administration and a Managing Partner, has been working with Ken Thom at Thom and Associates Financal Planners Inc. since August 1997. Since 1997, Pauline has earned educational designations as a Certified [ Read More...
BA, Insurance & Mutual Fund Investment Advisor
After spending 8 years in Alberta, Ryan has returned to his home province to join the team at Thom and Associates Financial Planners Inc.Ryan holds a life insurance license with Insurance Council of British Columbia and Alberta [ Read More...
Insurance & Mutual Fund Investment Advisor
Terry started in sales for CIL paints, where he learned hard work and determination. He began working up from inside sales to Store Manager, to City Operations in Vancouver and then District Manager of 16 stores in three provinces …[ Read More...
CSC, BCom, Insurance & Mutual Fund Investment Advisor
Originally from Williams Lake, British Columbia, Kerry moved to Prince George to pursue a Bachelor of Commerce Degree with a specialization in Finance at the University of Northern British Columbia. He has learned the value…[ Read More...
PFP, Mutual Fund Branch Manager Assistant
Brenda joined Thom and Associates Financial Planners Inc. after retiring where she worked for 38 years. She is a Personal Financial Planner (PFP) and is licensed to sell Mutual Funds. Brenda is a long time resident of Kelowna [ Read More...
Veronica, originally from Ontario, has over 32 years experience in the insurance, investment and group benefits administration industries. Her commitment to providing exceptional service to our clients has made her an asset to our [ Read More...
Coming from the hospitality industry, Shelda entered and excelled in college as a mature student, earning a diploma in Applied Arts Business Administration with Honours – Dual Major Accounting and Marketing. She worked in public practice accounting and eventually in management accounting.[ Read More...