Meet with a Certified Executive Advisor to create your financial and estate plan based on your wishes. At Thom & Associates we believe that our clients should feel confident & secure that their final wishes will be met when that times comes. As Certified Executor Advisors we work with you, and your executor to create a plan that will give you the piece of mind you value most.
Services
One of the longest existing independent brokers in the Okanagan Valley, Thom & Associates has been built on a strong foundation of sustainability, reliability and service excellence. In 1995, Ken Thom established Thom & Associates Financial Planners Inc. as an independent brokerage.
A member of the prestigious Million Dollar Round Table since becoming a Financial Planner in 1993, Ken has recently achieved TOP OF THE TABLE status which puts him in the top 5% of financial planning members worldwide.Ken, specializing in Retirement, Estate & Tax Planning is designated as a Certified Executor Advisor (CEA), a Certified Agricultural Farm Advisor (CAFA), and a Certified Professional Consultant on Aging (CPCA).
A member of the prestigious Million Dollar Round Table since becoming a Financial Planner in 1993, Ken has recently achieved TOP OF THE TABLE status which puts him in the top 5% of financial planning members worldwide.Ken, specializing in Retirement, Estate & Tax Planning is designated as a Certified Executor Advisor (CEA), a Certified Agricultural Farm Advisor (CAFA), and a Certified Professional Consultant on Aging (CPCA).
The Executor Assistance Program is a Fee For Service program. However, if you are a client of Thom & Associates, this valuable planning program is complimentary. Part 1: Time is spent working through the Executor Risk Profile, a questionnaire that guides the testator and the executor through the risk and challenges executors could face as they are settling an estate.
A balanced financial plan will guide you through all phases of your life - during income creation, accumulation of wealth and capital preservation. At Thom & Associates, we keep your goals and objectives in mind as we work together to achieve a plan that will produce the least taxation possible, while ensuring access to your money when you need it.
The Thom & Associates Chat Series is a free monthly presentation that focuses on a variety of topics concerning our elderly & their families, and the planning that needs to be done in advance. I believe that every Canadian needs to know about the challenges the Executor, the Estate and the Families face after a death.
Reviews (10)
Rose Mykes
Dec 22, 2021
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Larry Crabb
Dec 13, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Several years ago, we were having troubles with some insurance companies. Ken Thom's extensive knowledge of the industry, the various companies, and the individual representatives involved, enabled him to resolve numerous issues and gain a favorable financial resolution in our behalf.
Several years ago, we were having troubles with some insurance companies. Ken Thom's extensive knowledge of the industry, the various companies, and the individual representatives involved, enabled him to resolve numerous issues and gain a favorable financial resolution in our behalf.
Jean Adams
Nov 30, 2021
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John Braun
Nov 29, 2021
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Positive: Professionalism
My wife and I have been with Ken and Pauline for many years now. We just had our annual meeting and as usual were kept well informed as to our investments. We always enjoy our meetings and know we can trust them to keep our best interests in mind as we transition into retirement. I would recommend Thom and Associates to anyone.
My wife and I have been with Ken and Pauline for many years now. We just had our annual meeting and as usual were kept well informed as to our investments. We always enjoy our meetings and know we can trust them to keep our best interests in mind as we transition into retirement. I would recommend Thom and Associates to anyone.
Nancy Nicholls
Nov 15, 2021
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Maureen Mieras
Oct 27, 2021
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Ken was my mother's financial planner and I was so impressed at how well he handled her financial affairs, I had him take over my investments as well. I have suggested to others that they use Ken for their investments and they are thrilled with the positive changes in their portfolio. Ken and Pauline have always been available to answer and questions.
Sarah Macpherson
Oct 27, 2021
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Fred Reinholt
Oct 25, 2021
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Ken and Pauline have looked after our investments in a professional manner for more than a dozen years. We have a conference once a year and occasionally contact each other at in between times.
We believe Thom and Associates treat all their customers with respect.
and try to meet their needs as best they can.
We believe Thom and Associates treat all their customers with respect.
and try to meet their needs as best they can.
Blair Murray
Oct 21, 2021
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Tim Paquette
Feb 03, 2019
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We have never had the privelege of doing business with Thom & Associates; howevery, they kindly, volentarily, and generously helped the agency I work for host a special Christmas dinner to honor hundreds of seniors. To my knowlege they have never been here, nobody asked them of a gift, they simply heard about what we were doing and wanted to help. Thanks so much! Feeling blessed.
