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Thom and Associates Financial Planners Inc.

We Help People Create Wealth and Preserve Wealth

Financial planning is not about money, it’s about people

You have unique dreams, goals, and plans, a history and a future.  At Thom and Associates Financial Planners Inc. we recognize how important it is that you reach your goals.  We walk through the challenges of life with many clients who are now appreciating the difference a good financial strategy can make. 

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Our Company

Our Company

Our firm is a well established financial services consulting operation with its head office in Kelowna BC. Thom and Associates Financial Planners Inc. is an independent financial planning firm and is the largest independent brokerage in the interior of B.C. 

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Our People

Our People

It is Thom and Associate Financial Planners Inc.'s philosophy that as we live in this community it is our responsibility to contribute to it and we jump at the chance to do our part.

 

 

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Our Services

Our Services

At Thom and Associates Financial Planners Inc. our team is fully equipped to help you create wealth and preserve it through all the complexities of life.  

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All services provided through Thom and Associates Financial Planners Inc. Mutual funds are provided through Investia Financial Services Inc. Insurance is provided through multiple carriers.

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ADVITUBE™

Debt warning signs It is very important to keep an eye on your debt today, due to the uncertainty of the economy and credit markets.
Disability insurance Insure that you will still have a pay-cheque if you become disabled.
Insured annuities You can guarantee  the capital that funds your income.
Seg Funds Investment funds that allow you to secure much of your capital.
7 Tips of Success Ideas to help your financial planning meet your goals for success.
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