One of the longest existing independent brokers in the Okanagan Valley, Thom & Associates has been built on a strong foundation of sustainability, reliability and service excellence.
Ken Thom, CEA, CAFA, CPCA
President & Managing Partner
In 1995, Ken Thom established Thom & Associates Financial Planners Inc. as an independent brokerage.
A member of the prestigious Million Dollar Round Table since becoming a Financial Planner in 1993, Ken has recently achieved TOP OF THE TABLE status which puts him in the top 5% of financial planning members worldwide.
Ken, specializing in Retirement, Estate & Tax Planning is designated as a Certified Executor Advisor (CEA), a Certified Agricultural Farm Advisor (CAFA), and a Certified Professional Consultant on Aging (CPCA).
CFP, CEA, CAFA, CPCA, ACS, AIAA
VP Administration & Partner
Pauline has been working with Ken Thom since August 1997. Beginning her career as an office administrator and advisor, Pauline became a partner of Thom & Associates in 2010.
She has earned a number of industry designations over the years including:
Certified Financial Planner (CFP),
Certified Executor Advisor (CEA),
Certified Agricultural Farm Advisor (CAFA),
Certified Professional Consultant on Aging (CPCA)
Associate Customer Service (ACS)
Associate Insurance Agency Administration (AIAA).