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.

In 1995, Ken Thom established Thom & Associates Financial Planners Inc. as an independent brokerage.

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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 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.

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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....

But what do our client's have to say?