Summit Financial Planners
Finance · Canada · 11-50 Employees
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Overview
Headquarters
#202 Ave 2540-53rd, Vernon, British Colu...Phone Number
(250) 542-5500Website
www.summitfinancial.bc.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Summit Financial Planners
Summit Financial Planners Inc. is an independent financial planning firm with offices in Vernon and Kelowna. Our firm was formed in 1987 to provide financial services to clients throughout the provinces of British Columbia and Alberta. As independent planners, we provide unbiased advice with access to products and services through strong working relationships with some of the largest investment, insurance and financial service companies in Canada. The road to financial planning professionalism begins with years of study, relevant work experience, and a career-long commitment to Continuing Education. A CFP professional (Certified Financial Planner®) is dedicated to a high level of professionalism in providing financial planning advice. We adhere to the highest international standards of competence and ethical practice, as set out by Financial Planners Standards Council.Explore more
Summit Financial Planners Org Chart
CB
Executive Assistant
AK
Executive Assistant, Summit Financial Planner...
JK
Independent Advisor
DB
Investment Funds Advisor & Life Insurance Age...
GM
Financial Planner
IN
Advisor
KD
Marketing Assistant
AN
Life Insurance Agent & Summit Financial Plann...
RB
Advisor
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Summit Financial Planners Inc. is an independent financial planning firm with offices in Vernon and Kelowna. Our firm was formed in 1987 to provide financial services to clients throughout the provinces of British Columbia and Alberta. As independent planners, we provide unbiased advice with access to products and services through strong working re... Read More
