Creating lasting personalized resilient

financial futures

We guide, protect, and grow your wealth through collaborative planning, tailored advice, and long-term client relationships.

Serving the Okanagan and Beyond

Effective financial planning is more than just planning for your money - it’s planning for your life.

We can help with the following:

Tax Efficient Strategies
Family Wealth Transfer
Goal Based Investment & Wealth Strategies

Estate Planning
Retirement Income Planning
Everyday Financial Advice

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Years in business

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Households

Advisors

Summit Financial Services

Insight That Inspires Confidence

Markets shift. Your confidence shouldn’t. We’re here to help you make sense of it all—so you can move forward with clarity.

Estate & Financial Planning

Take steps to protect, save and grow your wealth. You’ve worked hard to build significant assets for yourself and your family — assets you want to protect, grow and pass on. We can help you:

Personalized Banking & Investments
Integrated Expert Financial Team
Goal-Based Wealth Strategies

Insurance Solutions

Help protect your financial security, provide for your loved ones, and save money on routine, emergency and travel health expenses. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands. We can provide educated advice and expertise in:

Health Insurance
Life Insurance
Travel Insurance
Critical Illness
Disability
Long-term Care

Investment Solutions

We understand that the decisions made in investment planning and investment strategies will have a direct impact on your financial future. For this reason, we are committed to providing the most comprehensive investment solutions. Whether you’re investing for the long term, or saving for something special, our creative team will build the investment plan that works for you.

Owning the right investments may make the difference between financial success or failure. You can have peace of mind in knowing you’re working with an independent advisor who has not only taken the time to understand your situation, but can also access the appropriate product(s) in crafting your personalized solution.

Business Owners and Professionals

Find a simple, cost effective and tax efficient plan based on the size of your business and your plan members’ needs. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness.

We work in partnership with your accountant and lawyer to help you manage these specific business-oriented events. Our goal is to provide solutions that are specific to the needs of your business or professional practice.