We offer the expertise found in the world's premier management consulting organizations and designed to resolve your business challenges. The ability to generate client confidence over many years comes from a proven track record of dealing with complex client issues and getting results. At OIS we can help you find a travel insurance policy that is just right for your next trip.
1. Professional, unbiased and caring advice. As an independent insurance boutique, our business depends on happy customers retaining and referring our services. 2. Access to all the policies in the market, including the very newest. As an independent broker, we study all the policies in the market to be able to offer you the best deals out there.
1. Professional, unbiased and caring advice. As an independent insurance boutique, our business depends on happy customers retaining and referring our services. 2. Access to all the policies in the market, including the very newest. As an independent broker, we study all the policies in the market to be able to offer you the best deals out there.
Services
OIS Financial Ltd has been a family owned and operated Kelowna insurance brokerage in the Okanagan Valley since 1994. Our mission is to provide a high level of customer service, choosing the right product to fit the needs of our client, and to be known in the community as the premier insurance office.
We know you don't plan a trip assuming the worst. But in case something happens, it's good to know there's a local Okanagan based company you can rely on for travel coverage. We can help you find a travel insurance policy that is just right for your next trip. All of the plans include emergency assistance, should you need it, 24 hours a day, 7 days a week.
We recently had to use our medical insurance, my husband was hospitalized in the USA for four days. If it hadn't been for Anne.we would have been hooped. She dug in and fought tooth & nail for us. NEVER giving up.gathered all the information needed to fight our case.
A few months ago, settling in to enjoy the winter in Arizona, we encountered a medical emergency which involved a four-day stay in the hospital, various tests and a flight to return back to Canada.Fully aware of the travel insurance requirements, we immediately notified Anne, absolutely confident that she would be our advocate and guide us through the necessary process.
A few months ago, settling in to enjoy the winter in Arizona, we encountered a medical emergency which involved a four-day stay in the hospital, various tests and a flight to return back to Canada.Fully aware of the travel insurance requirements, we immediately notified Anne, absolutely confident that she would be our advocate and guide us through the necessary process.
Reviews (3)
Darren Gratton
Dec 16, 2020
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Kenneth Ueda
Jul 08, 2019
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Jamie Robertson
Jun 03, 2014
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We've been customers of OIS Financial for the last 10 years and we've been so happy with the excellent service and advice that we've gotten from Anne and her team! All of our life insurance and travel insurance is done through OIS and we regularly refer friends, family and clients to OIS Financial for all of their life and travel insurance needs.
