Okanagan registerWhat its website says
carterfinancial.ca, read 28 Oct 2026
- In its words
- “Our home page”
- Phone
- its page /contact.php · read 28 Oct 2026
- Services
- Traditional Insured Benefit Plans
- Healthcare Spending Accounts
- ASO Benefit Plans (Self-Insured)
- Health and Welfare Trusts
- Cost-Plus Arrangements
- Group Critical Illness
- Guaranteed Standard Issue (GSI) Disability Coverage
- Registered Pension Plans (RPP)
its page /services.php · read 28 Oct 202611 more it lists
- Registered Retirement Savings Plans (RRSP)
- Tax-Free Savings Accounts (TFSA)
- Deferred Profit-Sharing Plans (DPSP)
- Employee Profit-Sharing Plans (EPSP)
- Non-Registered Savings Plans (NRSP)
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Long-Term Care Insurance
- Individual Health and Dental Plans
- Segregated Fund Investments
Something here wrong or missing? Tell us.
City of Kelowna record, and how to cite this entry
On the City of Kelowna licence list
- Licence
- 4078111City of Kelowna licence list · read 27 Oct 2026
- Type, as the city writes it
- 1240 - Services: INSURANCE SERVICES
A licence on the list does not say the business is still trading.
Cite this entry
Carter Financial Services: City of Kelowna licence 4078111 (list read 27 Oct 2026). Phone (778) 477-4441, from carterfinancial.ca, read 28 Oct 2026.
/kelowna/service/carter-financial-services-4078111