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
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Registered savings plans
Registered savings plans provide Canadians with a tax advantaged account to save for their education, retirement or another long-term goal.
All accounts, plans and products
As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.
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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