About
Maccabee Financial Inc is a Kelowna based, family owned Insurance & Investment company. We care about what's best for our clients, and that's what we do.
Story
Maccabee Financial Inc is a Kelowna based, family owned company that focuses on building relationships with our clients, their families, and our community. We care about what’s best for our clients, and that’s what we do.
Do you struggle with “not having enough money to get started”, and put off getting on track to financial success because of this?
Are you a business professional who is looking for dedicated and reputable Investment and Insurance Advisors to refer your clients to?
One of the best parts about being a local, privately owned independent company is that we care about EVERY client and interaction, and we make sure that we do what’s right for our clients in every situation.
This means that you don’t have to worry about being just another number, or about having your needs and concerns fall through the cracks.
Our job is to work together with you to find a solution that will fit into your life NOW, and help you reach your goals. Some of the solutions we provide include:
* Life Insurance and Critical Illness Insurance
* RRSPs, RESPs, RDSPs and TFSAs
* Non-registered Investments
* Mutual Funds
* Segregated Funds
* Mortgages (through Invis Canada)
What sets us apart is our focus - we're not just focused on your finances, we're focused on you. If your goal is to work together with people who genuinely care about you, build your net worth, reach your financial goals, protect your family’s future, or protect your business earnings, contact us at:
[email protected].
Address: Kirschner Road, 7-1925, V1Y 4N7, Kelowna, British Columbia
Phone: (250) 448-1968
moc.laicnanifeebaccam@ofni
State: British Columbia
City: Kelowna
Zip Code: V1Y 4N7