Company Description

As Kelowna-based financial planners and certified executor advisors with nearly 30 years of experience, Thom & Associates is here to offer expert advice to executors, help you make smart investments, find the right insurance policy, and more. Make an appointment today!

Products & Services

Financial Planning and Management ,   Smart Investment Planning ,   Financial Planners ,   Finding the Right Insurance Policy ,   Insurance ,   Executor Advisors ,   Investing and Saving ,   Estate Planning ,   Expert Advice for Executors