Steve Kinoshita
Job title: Advisor, Sun Life, M.Sc.
Languages spoken: English, Japanese, Spanish
Area served: Yukon, British Columbia, Alberta
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Helping rural communities plan for their financial future
Let’s work together to create a plan that focuses on reaching your goals while protecting what matters most. I work with underserved sectors in rural areas that need financial services, such as:
- working families,
- new immigrants,
- business owners,
- entrepreneurs,
- tradespeople,
- pre-retirees and
- retirees.
I take an individualized, non-systematic approach, because individual needs are different for each Client. I first understand where you are and what your goals are. Then I work on creating a tailor-made plan to help you achieve your budget and dreams.
My office is in Vernon, British Columbia. I’m happy to service the rural areas of northern Okanagan, Cariboo, Northern BC, and Whitehorse. I also offer virtual appointments for Clients throughout Yukon, British Columbia and Alberta. My services are available in both English, Japanese and Spanish. Contact my office to book your appointment.
Products and services
Every financial and protection strategy is different. Browse through the product and services offerings below to learn more.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
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.
Tools and calculators
Retirement savings calculator
What you get: An assessment of whether you’re saving enough to retire when and how you want.
Life insurance calculator
What you get: An estimate of the amount of coverage you need to protect those who depend on you
Budget calculator
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.