Latitude Financial Services Inc.

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.
View more options

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.

Learn more

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 North Okanagan Hospice Society, cycling for Heart & Stroke 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.

Okanagan skyline

Stay informed

See more articles
Mortgage insurance vs. life insurance: What you need to know

Mortgage insurance vs. life insurance: What you need to know

Do you need mortgage insurance to protect your home? Or would life insurance do more for you? We can help you figure out what’s right for your unique situation. Call our team here at Latitude Financial to set up an appointment.
3 reasons to get life insurance in your 20s or 30s

3 reasons to get life insurance in your 20s or 30s

Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? The team here at Latitude Financial is here to discuss what life insurance might be right for you. Reach out to our office to have that chat with one of our advisors, we are here to help protect you and your loved ones.
5 financial tips every new parent needs

5 financial tips every new parent needs

Happy Father’s Day, dads! Here’s the advice you need to navigate this exciting (and expensive!) time in your life.

Office information

There are error(s) on this page
Il y a erreur(s) sur cette page
Preferred Contact Method



0 of sur 500 Characters caractères



We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.