Life Insurance near Kelowna BC (57 Result(s))

Capri Insurance started in Kelowna in 1975 with 6 people and a handful of clients. Today Capri Insurance and its affiliates serve 100,000 clients with over 300 people in 12 offices throughout the Interior of British Columbia and 1 office in Greater Vancouver. Capri Insurance is licensed across Canada and through partnerships in Quebec. We have grown substantially because we have stayed in tune and responded to the need for service, convenience and innovation. Specializing in Business Insurance and Personal Insurance programs including Employee Benefits and Wealth Management at Capri Insurance we truly have you covered. Capri Insurance continues to invest in technology to reduce the overhead for insurers and ourselves which enables us to reward our clients with competitive products while maintaining a high level of personalized service. When a loss does occur, our claims department is geared to respond by handling claims with efficiency and sensitivity, 24 hours a day.

The company provides comprehensive financial planning and wealth management services, focusing on investment strategies, estate planning, tax management, and personalized advice to help clients achieve their financial goals.

The Co-operators Group Limited is a Canadian co-operative with more than $48 billion in assets under administration. Through its group of companies it offers home, auto, life, group, travel, commercial and farm insurance, as well as investment products. The organization protects over 629,000 lives, 800,000 homes, 1.3 million vehicles, 39,000 farms and 197,000 businesses. It insures 175, 000 employees through Group Benefits plans, offers a wide range of Wealth Management products and provides Credit Lfe insurance to 617,000 Canadians. The Co-operators is well known for its community involvement. As a co-operative insurer, the organization believes it has a responsibility to help build stronger, safer communities by actively supporting distraction-free driving, mental health, flood safety and sustainability. The Co-operators is listed among the Best Employers in Canada by Aon Hewitt and Corporate Knights' Best 50 Corporate Citizens in Canada.

Interior Savings Financial Services offer great investment options and smart financial advice. It?s good to have choices, and it?s great to have someone on your side to help you make the right ones. Our experienced, accre dited investment experts will help you manage the money you have now so you can enjoy life your way. Whether you?re new to investing or a seasoned veteran, we?ll answer all your questions. Tell us your goals, short term and long term, and we?ll help you get there. Investing We have lots of ways to invest: TFSAs, RRSPs, RRIFs, RESPs, Mutual Funds* and Term Deposits , and the smart advice that will help you decide.