Life Insurance Agents à Kelowna, BC
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Affichage des résultats: 1 - 3 sur 3
Affichage des résultats: 1 - 3 sur 3
Résultats à proximité dans la catégorie Life Insurance Agents à Kelowna
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1447 Ellis Street, Kelowna, V1Y 2A3
(250) 718-3030
Independently owned and operated and headquartered out of Kelowna, BC, Peters Wealth Management has over 20 years of experience serving Kelowna and communities throughout Western Canada. Peters Wealth Management is a fully licensed boutique financial advisory firm dedicated to your success by providing access to three world-class wealth management services, insurance brokerage se, and a leading-edge digital platform. Our team provides customized Wealth Management, Insurance, Tax, Retirement, Intergenerational Wealth Transfer Strategies, Estate, and Succession Strategies. Leading the way, building relationships, dedicated to your success in life. PLEASE NOTE THAT WE ARE NOT AFFILIATED WITH ANY OTHER FIRM UTILIZING "PETERS WEALTH MANAGEMENT." 
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2025 Harvey Ave, Kelowna, V1Y 6G6
(250) 707-6815
I have been in the life insurance industry for 12 years, four of which were in the Philippines. I speak fluent Filipino and English and I am happy to serve customers in either language. After moving to Canada, I restarted my life insurance career in employee benefits and gained my Retirement Planning Associate designation before finding my true passion in offering life insurance and financial services solutions for individuals and businesses in 2019. I’m proud to be a compassionate, empathetic financial services account executive on Western Financial Group’s life insurance team. Customer care is my top priority. I’m always looking forward to meeting new clients and referrals. If you are looking for life insurance in Kelowna or in surrounding areas of British Columbia, reach out to me. I’m also licensed to advise customers in Alberta, Saskatchewan, Manitoba, and Ontario. Products and services Ask me about Life Insurance, Critical Illness, Disability (Income Protection), Group Benefits and retirement products. What you should know about disability insurance and how it can protect your income Did you know that musculoskeletal disease, cardiovascular disease, cancer, and mental illness are 6 times more likely to result in disabilities than accidents? With disability insurance, you’ll have the peace of mind in knowing that your pay cheque will not be affected. Unable to work? Your disability insurance policy covers a percentage of your salary. You’ll be paid monthly for a set period of time or until you reach a certain age. About me When I’m not serving my clients, I enjoy golfing with my husband, being outdoors with friends, gardening, and going to the beach. 
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678 Bernard Avenue, Kelowna, V1Y 6P3
With an office in Kelowna, Interior Savings is a locally-based, community-driven Credit Union. Our motto is "Local Money for Local Good" because we proudly share our profits with our 70, 000+ members and invest in the communities we serve across the Okanagan. Whether it's Business or Personal Banking, Wealth Management or Mortgages, our friendly financial experts will help you manage your finances, buy a home, plan for retirement, invest and so much more. Visit us in-office or call us toll-free at 1-855-220-2580.