As an independent Financial Planner located in Kelowna, British Columbia and serving the entire Okanagan Valley, Brett Slutker is happy to offer you a range of services and products to meet your individual needs. Whether you are interested in a comprehensive financial plan or more specific wealth creation advice, we will provide you with experienced, knowledgeable, professional service in a friendly atmosphere.
Our focus is on building wealth and helping you manage your nest egg through retirement. We can also help you with your child’s education funding and provide you with risk management and insurance planning. In addition, we have alliances with other professionals such as accountants for tax advice, lawyers for wills, realtors and mortgage brokers.
To help build and protect your wealth, some of the products we manage include RRSP's, TFSA's, RRIF's, RESP's, GIC's, Investment Accounts, Mutual Funds, Manulife Bank Accounts and Personal Insurance like Life, Disability, and Critical Illness. We work with business owners in setting up Group RRSP's, Group TFSA's and extended health benefits.
We invite you to take a few moments to read more about us and what we do. Please feel free to contact us for more information or to schedule a personal appointment.