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
Health insurance products
Life insurance products
Saving, budgeting and investing
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.
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November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
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