About

 

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).

 
Pauline Murray
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).

So this is us in a nut shell....

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Location

312 - 1890 Cooper Road

Kelowna, BC V1Y 8B7

Canada

Contact by Phone:

T: 250-861-RRSP (7777) 

F: 250-763-2233

TF: 1-866-525-RRSP (7777) 

Contact by Email:

Main@ThomAndAssociates.com

© 2019 by

Thom & Associates

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