Platinum Pacific Financial Services Ltd. is a Canadian owned, full service Managing General Agency (MGA), with it’s Head Office located in Kelowna, British Columbia.
At Platinum Pacific Financial Services Ltd, we are a team of highly trained financial service professionals, with over 31 years of financial services experience. We are committed to assisting our Financial Advisors in achieving the highest level of professionalism in their efforts to serve the needs of their clients.
Our mission is to establish long term relationships
by providing our clients and advisors with outstanding, personalized, service and financial products of the highest quality available, from a variety of highly rated financial institutions. We continuously research the financial marketplace for innovative products and sound strategies to guide our clients on the best ways to reach their financial goals.
We offer…integrity, commitment, high standards, confidentiality, and a business relationship you can trust and depend on. Our Financial Advisors have access to a vast variety of segregated funds, term investment certificates, annuities, living benefit plans, critical illness insurance, disability income, group insurance, travel medical insurance, tax-sheltered universal life, term life insurance, as well as a comprehensive range of other investment products and financial services
We have established this website to enhance our relationship with you by providing easy access to information about our products and services. Together with your Financial Advisor, we give you the freedom to spend less time worrying about transactions and market cycles, and more time concentrating on what really matters – making investment decisions designed to build and preserve your wealth.
At Platinum Pacific Financial, we are committed to helping you understand all the options available to you. Together with the professional guidance of your Financial Advisor, we are dedicated to providing you with the knowledge, service, and resources you need, to build your road to financial success.
Our dedicated team strives to provide our clients & advisors with timely, personalized service. As independent brokers, we provide competitive services and products from a variety of highly rated financial institutions to fulfill your personal financial goals.