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
Health insurance products
Life insurance products
Saving, budgeting and investing
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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https://advisor.sunlife.ca/steve.passmore
https://advisor.sunlife.ca/steve.passmore
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/steve.passmore
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/steve.passmore
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.