We are brokers of insurance and financial/banking services for both individuals and small business owners. We work with clients throughout British Columbia, with a strong presence in the East & West Kootenay's, Kelowna, Vancouver and Vancouver Island. With over three decades of financial services expertise, we can help you with a unique and customizable financial strategy that is tailored to your objectives.
View some of our services below and don't hesitate to call us today to schedule a free phone consultation. Our pledge is to always place our clients' well being first and to maintain the highest ethical standards for our profession. We strive to be the provider of choice for individuals, businesses, families or other professional advisors seeking this type of financial expertise.
View some of our services below and don't hesitate to call us today to schedule a free phone consultation. Our pledge is to always place our clients' well being first and to maintain the highest ethical standards for our profession. We strive to be the provider of choice for individuals, businesses, families or other professional advisors seeking this type of financial expertise.
Services
Our organization is committed to dealing with the companies who have a large and stable operating base and offer consumers a broad range of products and services through insurance operations, bank operations, registered and non-registered savings programs, annuities and employee benefit programs.
Our organization markets and distributes quality financial protection products, investment management products and services, and employee benefit programs.Our pledge is to always place our clients' well being first and to maintain the highest ethical standards for our profession. We strive to be the provider of choice for individuals, businesses and other professional advisors seeking this type of financial expertise for their clients.
Our organization markets and distributes quality financial protection products, investment management products and services, and employee benefit programs.Our pledge is to always place our clients' well being first and to maintain the highest ethical standards for our profession. We strive to be the provider of choice for individuals, businesses and other professional advisors seeking this type of financial expertise for their clients.
We provide a full range of products from traditional employee benefit insurance options to self-insured options and our office has exclusive access to select employee benefit programs. There is a concentrated focus to ensure benefit plans are sustainable based on the many cost drivers within a benefit program.
Sutherland & Associates provides all-in banking solutions for both your personal and business needs through Manulife Bank. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada; additional disclosure information will be provided by your Advisor upon referral.
Facilitate, in conjunction with your existing professional advisors and our tax and estate planning team, a comprehensive program specific to individual, family, and business objectives. As the owner of a small business, you control your plan, and you understand how important your employees are to you.
Integration of all of a person's assets into a plan which will accomplish their planning objectives, with minimum tax impact, both during lifetime and at death in order to maximize benefits, minimize fees and coordinate tax effective distribution. Work with a team of professionals that understand investments, insurance, accounting, & the law.
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