Kootenay Columbia Financial Services

Kootenay Columbia Financial ServicesKootenay Columbia Financial ServicesKootenay Columbia Financial Services

Kootenay Columbia Financial Services

Kootenay Columbia Financial ServicesKootenay Columbia Financial ServicesKootenay Columbia Financial Services

Financial Advising, with a Personal Touch

Jennifer Cook, Certified Financial Advisor

Call us today!

Building quality of life through sound financial management

Kootenay Columbia Financial Services focuses on building your quality of life by helping you achieve your lifetime financial goals. Our long-term relationships with our clients are a result of consistent professional financial planning and risk management strategies. Our careful conservative approach to financial risk has earned us a loyal following in the West Kootenay region of British Columbia. 

Whether you are starting your first job, saving for your first home, starting a family or enjoying your first day of retirement, we can help you prepare for your future. At Kootenay Columbia Financial Services, we consistently help our clients achieve financial security through sound conservative financial and risk management advice.


Our Products and Services-

Planning

     

  • Retirement Planning
  • Budgeting
  • Risk Management
  • Manulife One
    • Calculate your Manulife One number http://manulifeone.ca/           

Insurance

 

  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
    • Calculate your risk http://www.insureright.ca/
  • Long Term Care Insurance
  • Personal Health Insurance
  • Travel Insurance
  • Group Health/Dental Benefits

Investments

 

  • GIC's
  • Guaranteed Income Products / Segregated Funds
  • RRSP's
  • RESP's
  • Non-Registered Accounts
  • Tax-Free Savings Accounts
  • Manulife Bank Accounts - Personal & Business

Contact us today!

Send a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule an appointment.

Kootenay Columbia Financial Services

303-1101 Dewdney Ave Trail, BC V1R 4T1 Phone- (250) 364-3140

Hours

Open today

09:30 a.m. – 12:00 p.m.

CLOSED FOR LUNCH FROM 12pm-1pm

FRIDAYS- BY APPOINTMENT ONLY

Request an Appointment

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