Latitude Financial Services Inc.
Area(s) served: The Okanagan with offices in Kelowna and Vernon.
How we can help
With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, we can help. Contact our office to get started.
Turning dreams into goals and goals into plans
Realizing a goal takes vision, clarity and focus. Getting there is easier when you’ve got the right team behind you – a group of dedicated people who’ll help you clarify your plans, set a path and provide you with the right advice, guidance and support along the way. When you work with Latitude Financial, we can help you succeed in ways you never thought possible.
Small changes today add up to a brighter tomorrow
We get it. These are challenging times we’re living in. Trying to save a little money and tuck it away can sometimes seem downright discouraging. You’ve got questions. We’ve got answers.
Tip #1: It’s not about what you’re doing or not doing right now. It’s about what changes you can start making to ensure a stronger, better tomorrow, for you and your family.
Tip #2: Take a moment to think about your dreams and goals. What would it take for them to become a reality? Where do you see yourself in the years to come? If you’re already investing, are you sure they’re the right ones for you?
Tip #3: What’s important to you is important to us. We’re here to guide and support you along this crazy, wonderful journey we call life.
Products and services
Life insurance products
Registered savings plans
All accounts, plans and products
We invest in communities because they invest in us
As financial and investment advisors in the Okanagan area for over two decades, we’ve become dedicated to the places where we live, work and play. We’re grateful for the trust and support that people have placed in us and we never take that for granted. Like
the Clients we work with, we believe in family and community. In reaching out to lend a hand. To help out whenever and wherever we can.
It’s why we’re so committed to giving back. Whether it’s belonging to community organizations like The Rotary Club, volunteering with the Central Okanagan Food Bank, giving to Junior Achievement or supporting the Vernon Restholm, we all participate in different ways. Together, it’s our way of saying thanks for making us a part of your community.
Stay informed
See more articles1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
#latitudefinancial#protectyourfinances#soonerthanlater
#latitudefinancial#protectyourfinances#soonerthanlater
Office information
