Ivan Dorie*

2141 Springfield Rd, Suite 201 Kelowna, British Columbia V1Y 7X1

As a husband and father, I know you want to protect your family and enjoy your life. I have fun with my family in the outdoors and on road trips. Since receiving hospital support for the birth of my daughter, I volunteer there to give back. As a Sun Life Financial advisor, I help individuals and families achieve lifetime financial security. I'm a former blue collar worker who understands the financial questions you face. Build your savings, protect your assets, and pay less tax. Let's talk.

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:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.