Planning for your retirement is one of the most important steps in an individual's life. That's because investing is an essential part of protecting yourself and the ones you love for years to come.
So, what's the difference between a fixed annuity and a variable annuity? In essence, a fixed annuity provides regular periodic payments after a set period of time. With a variable annuity, however, payments can vary depending on how the underlying portfolio performs. If you’re unsure which solution will work best for you, don’t hesitate to contact our network of expert advisors in West Kelowna. We’ve been helping Canadians prepare for the future for more than 70 years through investments including annuities, RRSPs, TFSAs, and more.
Whether it's a fixed annuity or a variable annuity in West Kelowna, an annuity can become a vital income source following retirement, as they are essentially a contract made with a financial institution that provides you with a series of payments following retirement. We have an extensive network of highly trained Financial Advisors based in
We provide a range of options for investors in West Kelowna — Single Life Annuity, Joint Life, Last Survivor Life Annuity and Life Annuity with a Guarantee. A Single Life Annuity option is for single investors with no dependents, Last Survivor and the Joint Life Annuity are tailored for couples, and Life Annuity with a Guarantee is available to everyone.
As a responsible corporate citizen, we believe in balancing our economic, environmental and social priorities. In fact,
West Kelowna has a public annuity policy system that provides a minimum level of mandatory coverage to vehicle owners when they purchase license plates.