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Invest Smartly

We create customized financial plans that offer you peace of mind about your finances and continue to grow your long-term wealth.

 

With nearly 30 years of experience working in BC and Alberta, Thom & Associates continues thriving on a strong foundation of building trust, continuing education, and delivering effective results for our clients.

Located in Kelowna, with online and phone meetings available, we offer a wide variety of solutions for your individual, family-related, and business financial needs.

Protect what matters most to you

Investing and Saving

Let us help you find ways to reach your goals, grow your savings, and ensure the income you’ve worked hard for is now working for you.

Estate Planning

You’ve worked hard for years to earn everything you have. It’s time to make sure that it’s protected after you’re gone.

Insurance

We understand you and your family have unique and important needs and

believe that your insurance protection should reflect that.

Our clients are like family. See what they're saying...
Rated 5.0 ⭐⭐⭐⭐⭐ on Google

An elderly woman with grey hair smiling because she is content with her financial plans

“I was so impressed with how well Ken handled my mother’s finances that I had him take over my investments as well. I have suggested to others that they go to Thom & Associates for their investments and they are thrilled with the positive changes in their portfolios.”

 

Maureen M., Kelowna, BC

Learn more about making smart investments >

Why work with an independent financial planner?

Worried that you’ll outlive your retirement plan?

 

Or maybe that you’re paying for insurance coverage you don’t even need?

 

Tired of dealing with difficult banks who don’t seem to care enough about your investments and leave you waiting for answers to your most pressing questions?

 

Looking for someone to have your back during a claim? To be there when you need them the most?

Responsible investing with you in mind

As independent financial planners, with access to many investment companies, we can create the perfect investment portfolio to fit your individual needs. No more second guessing.

Here for you when you need us

Call, email, or video chat. Even snail mail. Thom & Associates will work with you in the way you prefer to do business.

A trusted local resource

We’ve been here for you since 1993. You’ll get honest answers from financial planners who know the ins and outs of all those confusing insurance and executor laws in BC and Alberta.

The service you deserve, from a local financial planner you can trust

Ready to get started? We’ll make the process simple, but we also promise to be thorough. Simply fill out this form and a member of our team will be in touch.

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