About Summit Financial Planners Inc

Summit Financial Planners Inc. is an independent financial planning firm with offices in Vernon and Kelowna. Our firm was formed in 1987 to provide financial services to clients throughout the provinces of British Columbia and Alberta.

As independent planners, we provide unbiased advice with access to products and services through strong working relationships with some of the largest investment, insurance and financial service companies in Canada. 

The road to financial planning professionalism begins with years of study, relevant work experience, and a career-long commitment to Continuing Education. A CFP professional (Certified Financial Planner^®) is dedicated to a high level of professionalism in providing financial planning advice. We adhere to the highest international standards of competence and ethical practice, as set out by Financial Planners Standards Council.