Planning Services

Planning can help you get from where you are .... to where you want to be.

A balanced financial plan will guide you through all phases of your life – during income creation, accumulation of wealth and capital preservation.

At Thom & Associates, we keep your goals and objectives in mind as we work together to achieve a plan that will produce the least taxation possible, while ensuring access to your money when you need it.  

Wealth Management is available to all clients no matter which stage they are preparing for.

FAMILY

A lifetime of planning begins with family.   

By understanding you and your family, we can help identify challenges you may face, opportunities to take advantage of, tax initiatives to be aware of,

assets and family to protect.
 

Planning ..like family, begins with you!  

PRE-RETIREMENT

A successful retirement begins

with early planning. 

Starting to accumulate wealth early ensures you will have assets available to you throughout your retirement years.  With Thom & Associates assistance, you will learn the “abc”s of investing, how to create your financial plan and when to make adjustments along the way.

Successful investing is not hard work, but it does take commitment to get to where you want to be. 

RETIREMENT

You have worked hard, saved wisely and are now ready for the next chapter! 

Congratulations, you have made it to retirement. You achieved all your goals and now you are ready to do the things you always dreamed of doing.  Now can you afford to do them?
 

Retirement is not an age, it's a number!  

ELDER & LATER LIFE 

The plan you created is now put to the test....

Now is a time for contemplating your personal values and reflecting on the lifestyle you want when you can no longer speak for yourself. 

A time to live in peace with dignity and love. 

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon

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

Proudly created with Wix.com