Corporate Profile

About Summit Financial Planners Inc.

Summit Financial Planners Inc. is an independent financial services firm with offices in Vernon and Kelowna. Established in 1987 our firm services clients throughout the provinces of British Columbia and Alberta.

As independent advisors, 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.

Summit Financial office

Our Info:

Mailing Address:
#202 2540-53rd Avenue
Vernon, BC V1T 9W8


Toll Free: 866-888-8448
Vernon: 250-542-5500
Kelowna: 250-862-8448