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Sheila Venables, Financial Advisor

Address 101 1433 St. Paul Street

Kelowna, BC
V1Y 2E4
(View Map)
Phone (250) 860-6464
Fax (250) 860-6461
life insurance, disability insurance
Key Contact

What We Offer

Critical Illness Insurance Planning

We will discuss how critical illness insurance works and the amazing benefits it has to offer. 

Disability Insurance Planning

Now that you are self-employed, it is imperative to have a disability insurance plan in place to ensure that your greatest asset - your income producing years - are insured.  We will discuss this complicated and necessary insurance in detail.

Group Insurance Benefits Planning

Interested in providing your valuable employees with a benefits plan?  Let's discuss the options and how cost-effective and valuable a plan can be for all.

Investment Planning

We will discuss the benefits of segregated funds and their fantastic guarantees.

Life Insurance Planning

We will complete a needs analysis to determine your current and future need to ensure that your loved ones are taken care of.

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