Sun Life: Okanagan

Welcome to the Okanagan financial centre

Our location
2139 Springfield Rd.
Kelowna, BC V1Y 7X1
Phone: (250) 860-6403
Fax: (250)861-3835
Monday to Friday 8:30 am to 4:30 pm
View the map in GoogleOpens link in a new window.
About our financial centre
Our advisors have the expertise to understand your needs and show you how to fulfill them. Together, we can create a personalized plan that addresses your goals for the future, and evolve that plan if your needs and situation change. We'll help you get the most out of it.
Community involvement
Our financial centre is committed to making a positive difference in our community. We work to be responsible citizens by giving back to the communities where we all live, work and do business.
Manager nameTitlePhoneLanguage
Craig Pelletier Financial Centre Manager (250) 860-6403English
Kristine Sales Sales Manager (250) 860-6403English
Sally Arkell-BolesSenior Associate Manager (250) 860-6403English
Advisor namePhoneLanguageOffice location
Aaron Nasipayko, CHS™(250) 860-6403EnglishVernon
Andrew Cleasby(778) 475-5558EnglishVernon
Annie Luan(250) 540-1689EnglishVernon
Barbara Dawn Ferrier(236) 420-4111EnglishKelowna
Barbara Hohner(250) 860-6403EnglishKelowna
C. Collard, CFP®, CHS™(250) 545-5203EnglishVernon
Carmine Maddalena(250) 495-2161EnglishOsoyoos
Chad Sales(250) 860-6403EnglishKelowna
Chandra Thompson, EPC(250) 832-1978EnglishSalmon Arm
Chrissy Lwowski(250) 860-6403EnglishKelowna
Dale Lamb, B.A.(250) 470-4420EnglishKelowna
David Clark(778) 760-2200EnglishKelowna
Gregory Fraser(778) 484-1925EnglishPenticton
Ivan Dorie(250) 860-6403EnglishKelowna
J. McClenaghan, Forever Financial(778) 484-1925EnglishKelowna
Jacqueline Haycroft(778) 760-2200EnglishKelowna
Jonathan Henrikson(250) 860-6403 x2234EnglishKelowna
Kailee Ramsell, CFP®, B.Comm(250) 852-1137EnglishSalmon Arm
Kaitlyn Gardner(250) 495-2161EnglishOsoyoos
Kaylyn Martin(250) 470-4420EnglishKelowna
Ken Hewson, BA. Econ.(250) 542-5885EnglishVernon
Kevin Look(250) 860-6403 x2251EnglishKelowna
Kristian Ouellette(250) 609-1158EnglishKelowna
Kyli Haugland, B.A.(250) 493-5433 x205EnglishPenticton
Leigh Bayley, B.Comm(250) 493-5433EnglishPenticton
Leslee Lucy, CFP®, CPCA(250) 574-4730EnglishMerritt
Letisha Pfenning(250) 300-9990EnglishKelowna
Lisa Taylor(250) 300-9990EnglishKelowna
Loren Desautels(778) 760-2200EnglishKelowna
Lulu McKay(250) 860-6403EnglishKelowna
Matthew Ewonus, B.A., CLA(778) 760-2200EnglishKelowna
Mitchell James Orton(236) 420-4111EnglishKelowna
Neil MacDonald(250) 493-1626EnglishPenticton
Nicole Prickette(250)542-5885EnglishVernon
Rachel Barbieri(778) 484-1925EnglishKelowna
Randy Wilson(778) 475-5558 Toll Free: 1-844-593-5560 EnglishVernon
Robert Berget(778) 760-2200EnglishKelowna
Robert Kroeker, B.A., B.Ed, RRC(250) 328-5242EnglishPenticton
Robert MacKinnon, CEA(778) 760-2200EnglishKelowna
Ron Gardiner, B.Sc.(250) 766-8022EnglishLake Country
Steven Klassen(250) 860-6403EnglishKelowna
Ted Duck(236) 420-4111EnglishKelowna
Wayne Henrikson(250) 860-6403 x2210EnglishKelowna
Multi-advisor corporation namePhoneLanguageOffice location
Financial Dream Solutions Inc.(250) 860-6403EnglishKelowna
Hewson Financial Services Ltd.(250) 542-5885EnglishVernon
Latitude Financial Services Inc.(778) 760-2200EnglishKelowna