Serviss Wealth is a financial services company that offers tailored guidance to driven business owners navigating life's transitions. With expertise in wealth management, insurance, and estate planning, their team provides constructive conversations around securing "pre-retirement" or achieving a full-on "I'm never working again" lifestyle. With a focus on transparency and independence, Serviss Wealth integrates private health care and financial management, ensuring a comprehensive wealth management experience for their clients.

OIS Financial Ltd. is a family-owned and operated insurance brokerage in the Okanagan Valley, serving clients since 1994. We provide professional, unbiased, and caring advice, offering life insurance, travel insurance, and investment services. Our team has over 20 years of experience in providing clients with management consulting and services. We shop the market and negotiate on your behalf, saving you time, money, and frustration.

Okanagan Valley Insurance Service Ltd. is a family-owned and operated insurance company that has been serving the Okanagan Valley region since 1993. We specialize in providing our customers with a wide range of insurance coverages, including home, auto, commercial, and recreational vehicle insurance. Our team of experts takes pride in providing exceptional service and ensuring that our customers receive the best possible coverage for their insurance needs. We have offices located in Kelowna, Peachland, Lake Country, Fintry, East Kelowna, West Kelowna, and Westbank, and serve all of Okanagan Valley, British Columbia.

Glendinning Insurance Services provides custom and unique insurance solutions to businesses of all sizes, offering employee benefits, life insurance, critical illness insurance, disability insurance, and tax planning. Their team of experts works closely with business owners and HR managers to understand their needs and provide tailored solutions that increase security and health of employees, leading to a happier team and a more productive workplace.

As one of Canada's largest independent and employee-controlled brokerages, Acera Insurance offers a wide range of insurance products and services, including business insurance, group benefits, and personal insurance. Our expert teams of insurance professionals provide innovative and customized risk solutions designed to help businesses thrive and individuals achieve peace of mind.

Working Ventures Insurance Solutions is a leading insurance brokerage in British Columbia, offering a range of insurance products and services to individuals, families, and businesses. With over 25 years of experience, our team of professional, unionized brokers provides personalized service and customized insurance solutions to meet the unique needs of our clients. Our expertise includes home, condo, tenant, recreational vehicle, boat, and travel insurance, as well as cyber insurance and commercial insurance. Get a quote online or call us today to speak with one of our knowledgeable brokers.

Kelowna Valley Insurance Services has been providing exceptional service to Kelowna and area residents since the 1970s. As an insurance broker, we have access to many different insurance companies and can tailor an insurance product to your needs. We provide insurance for all of your home, vehicle/car, recreational, and commercial business needs. We offer a range of insurance products, including home, commercial, auto, travel, and more. Our experienced and knowledgeable team is dedicated to providing personalized service and ensuring that our clients receive the best coverage for their unique needs.