(236) 420-5834
Your Okanagan Pension Plan Specialists. We help you understand your retirement options.
Existing pension? New pension?
We can help.
Be the owner of your own pension
Choose your beneficiary
Don’t let your pension income stop when you do
We provide beneficiary options to spouse or children or ???
Let your pension continue on to your family after death
Wealth Management Services
Estate Planning
Having beneficiaries named to avoid probate is one key strategy when planning.
Financial Guidance
Establish your future goals and needs by building a financial roadmap to take you to your destination.
Protect What Matters Most
Choose the correct insurance solutions, making sure your family is properly covered.
Control Your Pension
You own your own pension, control the investments inside and choose your beneficiaries.