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.
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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.

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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.

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Stay informed

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5 parenting tips for blended families | Sun Life Canada

5 parenting tips for blended families | Sun Life Canada

Many Canadians are struggling as the cost-of-living continues to increase. If you’re worried about your finances, I’m here to help. Check out this article that outlines how to save money even in times of uncertainty. Talk to your advisor Matt Ewonus at Latitude Financial for more information.
Number of Canadians worrying about their finances spikes to new high

Number of Canadians worrying about their finances spikes to new high

The number of Canadians worrying about their day-to-day finances spiked to a new high in January, according to the latest reading from an ongoing survey of financial well-being. Talk to your advisor Matt Ewonus at Latitude Financial for more information.
Baby boomers are the happiest employees in the workplace: survey | Benefits Canada.com

Baby boomers are the happiest employees in the workplace: survey | Benefits Canada.com

The survey, which polled more than 1,200 workers, found generation Z (6.7 points) was the next happiest generation, followed closely by millennials (6.6 points) and generation X (6.5 points). Talk to your advisor Matt Ewonus at Latitude Financial for more information.

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Sunlife
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.