Thom & Associates Financial Planners Inc. on Our Okanagan:

Celebrating over 20 years in the financial industry, Thom & Associates Financial Planners Inc is located in the Okanagan Valley serving BC & AB.

Starting as a Financial Planner in 1993, Ken Thom established Thom & Associates in 1995 as an independent financial planning brokerage providing insurance, financial and consulting services for individuals, families and all size businesses.

The Thom & Associates team has the expertise to assist anyone and everyone to create and preserve savings, build wealth, and put plans in place to protect health, family and investments from unfortunate life events.

Our clients are our friends and our team is our family.  Our enthusiasm and dedication has helped create a strong foundation of ethics, credibility, reliability, excellence, knowledge and proficiency. 

Our Number One Belief - Clients Come First!

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Thom & Associates Financial Planners Inc.
Business Logo

Address 312 - 1890 Cooper Road

Kelowna, BC
V1Y 8B7
(View Map)
Phone (250) 861-7777
Fax (250) 763-2233
Business
Keywords
Financial Planning, Investment Products, Life Insurance, Estate Planning, Retirement Planning, Estate Administration, Group Benefits, Business Planning, Stressless RRSPs, RRSPs, RRIFs, RESPs, TFSAs, Segregated Funds, Mutual Funds, Critical Illness and/or Disability Insurance, Group Benefits, Pension Plans, GICs, Business Planning
Key Contact Pauline Murray
Email main@thomandassociates.com
Website www.thomandassociates.com
Social
Description

Celebrating over 20 years in the financial industry, Thom & Associates Financial Planners Inc is located in the Okanagan Valley serving BC & AB.

Starting as a Financial Planner in 1993, Ken Thom established Thom & Associates in 1995 as an independent financial planning brokerage providing insurance, financial and consulting services for individuals, families and all size businesses.

The Thom & Associates team has the expertise to assist anyone and everyone to create and preserve savings, build wealth, and put plans in place to protect health, family and investments from unfortunate life events.

Our clients are our friends and our team is our family.  Our enthusiasm and dedication has helped create a strong foundation of ethics, credibility, reliability, excellence, knowledge and proficiency. 

Our Number One Belief - Clients Come First!

What We Offer

Financial Strategies for Business

Today's successful business owners plan in advance. 

Thom & Associates can help - planning for financing, employee protection and retention, and succession planning are as as important as the everyday operations of your business.

Financial Strategies for Individuals

Helping you get from where you are to where you want to be, a balanced plan will guide you through all phases of you and your families life.

Free Consultation Services

Thom & Associates offer Wealth Management Services - working with you as a guide for managing finances, savings and retirement income whether you are just starting out or preparing for retirement.

We keep your goals and objectives in mind as we strive to achieve a plan for you that will produce the least taxation possible, while optimizing growth and ensuring liquidilty when you require it.

Insurance Protection

Life and Mortgage, Critical Illness, Disability, Metical & Dental, Long Term Care and Travel Insurances are available.

Investment Solutions

Registered Retirement Savings Plans (RRSPs), Tax Free Savings Accounts (TFSAs), Registered Pension Plan conversions, Stressless RRSPs and Loans, Non-Registered Savings Accounts, Non-Registered Leverage Loans.

Stressless RRSPs Stressless RRSPs

 

Thom & Associates makes RRSPs stress free!

They are quick, easily & guaranteed.

Visit the website at www.StresslessRRSP.com


Do you know what RRSPs are, and how they work?
Have you ever heard of a STRESSLESS RRSP?

STRESSLESS RRSPs
are guaranteed insurance contracts available contributed with cash

and/or loans are available from $5,000.00 to $25,000.00.

 

RRSP contributions and/or RRSP loans can significantly reduce what you owe based on last year's income.  
YOU MAY EVEN RECEIVE A REFUND!
Pay yourself or pay them… it’s up to you!

Call us for more info at 250-861-RRSP (861-7777)
or visit the website www.stresslessrrsp.com


 Growing your Finances made easy by Thom & Associates,

where financial planning is about People, not money!

Wealth Creation & Security

An important part of planning for your finances is also protecting them. Whether you live too long, die too soon or become disabled, we have products to protect your family and or business against unfortunate circumstances.

Jul 9, 2015

More parking and beautiful scenery ... a fantastic way to work!!

Thom & Associates moved from their Tutt Street location in October 2014 to their new home in the Orchard Plaza, 312-1890 Cooper Road. Drop in for a coffee and see the new digs!

There are no job/volunteer opportunities available at the moment.

There are no Request for Proposals available at the moment.

There are no Investment Opportunities available at the moment.