Protect Your Loved Ones with Confidence!
At OIS Financial Ltd, we take pride in being Kelowna's leading insurance brokerage, serving the Okanagan region since 1994. Our mission is to provide exceptional customer service, tailored product offerings, and a commitment to being the premier insurance office in our community. With over 20 years of experience, our team is dedicated to helping individuals and businesses navigate the complexities of insurance, ensuring the protection of their assets and loved ones.
Our Services
As an independent insurance boutique, we offer a comprehensive range of services, including:
Investments: Our team of experts provides sound, strategic advice and support, ensuring your portfolio is tailored to your unique needs and goals.
Life Insurance: We believe that getting life insurance is one of the most responsible decisions you can make. Our experienced advisors will help you find the right policy to ensure the financial security of your loved ones.
Travel Insurance: Whether you're a Canadian, a visitor, a foreign student, or a worldwide traveler, we can help you find the perfect travel insurance policy to cover your next adventure. Our policies include emergency assistance, 24/7, and coverage for unexpected events.
Why Choose OIS Financial Ltd?
- Professional, unbiased, and caring advice from experienced advisors
- Access to all insurance policies in the market, allowing us to find the best deals
- Our fees are paid by the supplier, ensuring no additional cost to you
- Fast, convenient, and local service, with flexible hours to accommodate your schedule
- A free personalized insurance needs analysis prepared by an expert with over 30 years of experience
At OIS Financial Ltd, we pride ourselves on our commitment to exceptional customer service, tailored product offerings, and a deep understanding of our clients' unique needs. We are dedicated to being your trusted partner in insurance and financial planning, serving the Okanagan region and beyond.
Overall Experience
The provided reviews primarily highlight the exceptional service and expertise of the insurance company, OIS, and specifically Anne and her team. Reviewers praised their friendly, efficient, and thorough approach to discussing insurance needs. They also commended the company's impressive service level, knowledgeable staff, and great prices for travel insurance.
Customer Feedback
Many reviewers expressed gratitude and satisfaction with the services provided by OIS. They mentioned that the staff was friendly, courteous, and knowledgeable, making the entire experience smooth and hassle-free. Reviewers also appreciated the competitive prices for travel insurance.
Staff Knowledge
The staff at OIS was particularly commended for their extensive knowledge in insurance matters. Reviewers praised Anne's expertise, stating that she was "the best" and had a deep understanding of travel insurance. The team's ability to explain complex insurance concepts in a clear and concise manner was also highlighted.
Recommendations
All reviewers would highly recommend OIS to anyone seeking insurance services. They praised the company's commitment to providing exceptional customer service, efficient processes, and competitive pricing.
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