A vineyard in the Okanagan Valley showing the mountains covered in trees in the distance with more leafy trees and a few wine barrels stacked in the foreground

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

Welcome

Kelowna-based Financial Planners

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Ken Thom
CEA, CAFA, CPCA

President & Managing Partner

Meet Ken

Supporting local business has been a passion of Ken's since joining Kelowna’s Chamber of Commerce in 1983.

 

Eager to put his clients first and help them find success, Ken first became a member of the prestigious and exclusive Million Dollar Round Table (MDRT) in 1993 during his first year as a Financial Planner. Qualification for MDRT requires an annual audit and application which includes demonstrating a minimum standard of success while adhering to strict ethical standards.

 

Now, after nearly 30 years of experience, Ken is among the top 5% of Financial Planners worldwide as an MDRT Top of The Table Qualifier for the second time.

Education-driven and a proud grandfather of 5, Ken specializes in Retirement, Estate & Tax Planning.

 

He’s designated as a Certified Executor Advisor (CEA), a Certified Agricultural Farm Advisor (CAFA), and a Certified Professional Consultant on Aging (CPCA), as well as a proud career-long member of Million Dollar Round Table, and Advocis (The Financial Advisors Association of Canada).

In addition to achieving consistent results for our clients at Thom & Associates, Ken takes pride in his open communication and education-style meetings, as well his ability to understand the unique needs of his clients while helping them feel comfortable moving forward with their personalized financial plans.

Meet Pauline

Pauline’s joined the team at Thom & Associates 1997 as an Office Administrator and Licensed Advisor. Over the years, Pauline’s earned numerous 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)

Named Partner at Thom & Associates in 2010, Pauline strives to offer the best service for our clients while specializing in serving aging parents alongside their executors, listening to their unique needs and wishes, and offering them a plan that gives them peace of mind moving forward.

 

A committed member of the Kelowna community, Pauline volunteers for a number of local charities including: Nourish Families, Rutland Senior Secondary (PAC, Athletics, and Grad programs), and Willow Park Church.

 

With 25 years at Thom & Associates, Pauline is dedicated to helping clients throughout the planning process from start to finish. Specializing in all aspects of day-to-day client's needs and concerns, she is your go-to for getting it done.

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Pauline Murray
CFP, CEA, CAFA, CPCA, ACS, AIAA

VP Administration & Partner

Have questions? Get in touch.

Grandparents with their daughter and grandson out on a hike in the mountains, standing in front of a statute and smiling

Why do people choose Thom & Associates?

Well, the short answer is that our clients know how much we value them. At every opportunity, we go above and beyond for our clients and show how much we truly care about them.

To expand on that, our top priority is to get to know you, our client, so that we can fully understand your individual needs and wishes.

When you first visit us, our main objective is to understand your intentions and what you hope to gain by doing business with us. We encourage you to put everything on the table so that we can truly grasp your unique desires and find the best way to serve you.

We’re here first to listen to you and answer all your questions. Only then do we advise you on the best way to construct your financial plan to accomplish your very personal wishes and goals.

Milestones

With deep-rooted experience in offering estate planning advice and personal financial services for our clients, Thom & Associates has built a name for itself in the community.

Scroll through some of our proudest moments from the past 30 years.

Let's Get Started.