Ken Thom Email & Phone Number

After moving from Prudential Insurance in 1995, I opened Thom & Associates Financial Planners Inc. as an independent brokerage. Currently, as President of Thom & Associates, I have been a member of the prestigious Million Dollar Round Table since becoming a Financial Planner in 1993. Now a Life and Qualifying Member, and achieving Court of the Table status 6 times, I finally achieved Top of The Table status last year in 2018. An achievement I always wanted to conquer but was never sure I could. For approximately ten years, I was an Investigative Review Committee Member for the Insurance Council of British Columbia . The team at Thom & Associates has assisted in many community projects over the last 25+ years. Whether we are supporting schools, volunteering for the 55+ BC Games or on a committee for the betterment of the hospital or children's programs, we have spent much time and resources helping. My Specialties at Thom & Associates? • Executor Assistance• Estate Planning• Financial Planning• Pre-Retirement & Retirement Planning• Wealth Building and Management• Insurance• Business Planning & Succession

Listed skills include Retirement, Strategic Financial Planning, Fixed Annuities, Insurance, and 11 others.

• Managing Partner

  Thom & Associates Financial Planners Inc.

  Jan 1993 - Present - Suite 312 - 1890 Cooper Road, Kelowna, Bc V1Y 8B7

  Some of the services we offer...INDIVIDUAL FINANCIAL SERVICES· Client’s Needs Analysis· Financial Goal Setting· Recommendations and Implementation Strategies for Achieving Financial Goals· Investing and Asset Allocation StrategiesINSURANCE PROTECTION· Universal Life Insurance· Term Life Insurance· Critical Illness Insurance· Disability Insurance· Accident & Sickness Insurance· Permanent Life Insurance· Mortgage Insurance· Travel InsuranceRETIREMENT PROGRAMS· Guaranteed Retirement Income· Registered Retirement Savings Plans (to be converted to a RRIF at a later time)· Tax Free Savings Accounts (TFSAs)· Group Pension Plans· Accumulation Products such as: 1. Segregated Funds 2. Guaranteed Interest Funds 3. Life and Joint Life AnnuitiesPOST SECONDARY FUNDINGWhether preparing to send the first or fifth child to college, Thom & Associates can help you begin saving now.· Registered Education Savings Plans· Segregated Funds· Life and Joint Life Annuities· Guaranteed Interest Accounts· Scholarship Plans Protection Today While Planning For Tomorrow!