Paul M. Mulvihill, CFP, CLU, CH.F.C.*
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Address: | 2139 Springfield Road Kelowna, British Columbia V1Y 7X1 |
| Languages: | English | |
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About me
Since 1976, I've helped families and local businesses make sense of the complexities of financial planning. Using plain language and a straightforward approach I take the technicalities of the Income Tax Act, investment plans and insurance policies and make them understandable. As a top graduate of the Chartered Life Underwriter program and holder of the Certified Financial Planner designation, my combined education and experience are a valuable tool for my clients' planning needs.
| Notices |
| Please feel free to visit my corporate site: Paul M Mulvihill Financial & Insurance Services Inc. |
| Preparing for an appointment |
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:
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I can help you
- Protect your family from the unexpected.
- Build & protect your savings.
- Build your plan for the future.
- Protect your health care options.
- Save for your goals...whatever they may be.
Tools and calculators
Buy coverage online
*Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.
