Steve Passmore

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Job title: Advisor, Sun Life

Area(s) served: British Columbia

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.

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Welcome to System Twenty-Nine Financial Solutions

Save yourself time, energy and money. We believe that individuals, families and business owners should feel confident about their financial future. That's why we deliver tailored strategies to give you peace of mind.

Our core principles include:

Relationships
Teamwork
Compassion
Companionship
Diplomacy/Discretion

Our office is in Kamloops, British Columbia. We service the surrounding areas with in-person and virtual appointments. Book your appointment here.

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.

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.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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What Clients are saying

"Steve is knowledgeable and friendly and quite funny! And he saved us money on our life insurance plan!" L.S.

Stay informed

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Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.

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.

It’s Movember!

November isn't just about growing mustaches — it's about growing awareness around men's health.

#Movember #MensHealth #SunLife

Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/

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Office information

System Twenty-Nine Financial Solutions office

Phone:

(250) 214-2929

Email:

steve.passmore@sunlife.com

Address:

865 Victoria Street, , Kamloops, BC, V2C 2B7 Canada

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