Review Jones Schack - Sun Life Financial Advisor In kelowna, british-columbia, canada | Insurance In Kelowna
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Jones Schack - Sun Life Financial Advisor
101 - 2141 Springfield Road
Kelowna,
British-columbia,Canada - V1Y7X1
2508696336
Detailed description is Sharing ideas of how to be financially healthy, strong and savvy.
I work with people who are really passionate about what they do and help them make smart decisions with their money.
I use a balanced approach to financial planning that uses a mix of insurance and wealth building strategies to help meet your life long goals.
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When should you come see me? When you've just graduated.
You're starting a new job.
You're leaving your current job.
You're getting married.
You're buying your first home.
You're expecting a new baby.
You're starting up a new business.
Or you're looking for some financial planning education.
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Risk management specialties include: .
- Life insurance.
- Critical illness insurance.
- Mortgage protection strategies.
- Income protection strategies.
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Asset management expertise includes:.
- Tax-free savings accounts.
- Registered retirement savings plans.
- Registered educations savings plans.
- First time home buyers program.
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Business specialties include:.
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- Group Benefits.
- Groups RRSP's and TFSA's.
- Business Life and Critical insurance to fund buy-sell agreements, key- person insurance.
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I am an associate advisor with Latitude Financial Services Inc.
which is a multi-advisor corporation contracted with Sun Life Financial..
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- I am a Sun Life Financial associate advisor.
These are my personal opinions, not professional advice and they do not reflect the official positions of Sun Life Financial..
- Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.) .
- Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc..
- Visit the following link to the “A Clear Connection” brochure to learn how advisors are certified and supported.
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http://cdn.sunlife.com/static/canada/digital_media/Clear_Connections/IND_ClearConnections_EN_E.pdf
Established in the recent years Jones Schack - Sun Life Financial Advisor in kelowna , british-columbia in canada.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this Jones Schack - Sun Life Financial Advisor is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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Frequently Asked Questions About This Location