As your Vernon financial advisor, we help you build a secure future with a strategy as unique as you are. Whether you are looking for life insurance, retirement planning, or investment advice, we provide trustworthy guidance to help you reach your goals. Based here in the Okanagan, we're dedicated to protecting what matters most to your family while navigating the... Read More

Sun Life Financial is a leading international financial services organization providing a diverse range of protection and wealth accumulation products and services to individuals and corporate customers. Chartered in 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China... Read More

Primerica’s roots date back to 1977 when the company embarked on a revolutionary crusade to transform the life insurance industry. Primerica’s “Buy Term and Invest the Difference” philosophy encourages middle-income families to purchase affordable term life insurance so they can have more money to invest in their family’s future. Today, Primerica has expanded its crusade to address the number one... Read More

Primerica’s roots date back to 1977 when the company embarked on a revolutionary crusade to transform the life insurance industry. Primerica’s “Buy Term and Invest the Difference” philosophy encourages middle-income families to purchase affordable term life insurance so they can have more money to invest in their family’s future. Today, Primerica has expanded its crusade to address the number one... Read More

Insurance can help you manage risk. But it also has many tax advantages. Your financial security advisor can help you decide which insurance products are right for you.

Insurance can help you manage risk. But it also has many tax advantages. Your financial security advisor can help you decide which insurance products are right for you.

It takes planning to ensure your dreams come true. Your Clarica advisor will listen to you, understand your financial needs, and then offer clear financial options based on your goals and objectives. Together, you'll find straightforward solutions.

Summit Financial Planners Inc. is an independent financial planning firm with offices in Vernon and Kelowna. Our firm was formed in 1987 to provide financial services to clients throughout the provinces of British Columbia and Alberta.