Steve Passmore
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.
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 and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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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Certain terms and conditions may apply. Contact me for more information.