What are the opening hours?

Monday 8:30am - 4:30am Tuesday 8:30am - 4:30am Wednesday 8:30am - 4:30am Thursday 8:30am - 4:30am Friday 8:30am - 1:30pm

Latitude Financial Services, Inc.

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Kelowna, BC
Latitude Financial Services, Inc.

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We’re a caring, dedicated team of experienced financial advisors who want to help and mentor you. With offices in Kelowna and Vernon, we are here to help!

Matthew Ewonus, CFPⓇ, BA, CLA, RIS
Greg MacKinnon, CEA
Jacquie Haycroft, CFPⓇ, BA (Econ)
Aaron Nasipayko, CFPⓇ
Rob Berget
Ralph Plant, BA, RIS
Brendon Henry, RIS
Barbara Hohner, CFPⓇ

11/03/2026

🏡 Getting the keys to your first home is exciting. Figuring out how to protect it should be part of the plan, too.

When you’re taking on a mortgage, it’s worth asking:
🔑 Could I manage the payments if I couldn’t work?
🔑 What would happen to the mortgage if I passed away?
🔑 Does my current insurance coverage reflect my new financial responsibilities?

Mortgage life insurance offered by a lender and personally owned life insurance can work differently, so it’s worth understanding your options before deciding what makes sense for you.

Buying a home is a huge milestone. Make sure your financial plan grows with it.

📩 Have questions about protecting your family’s financial future? Let’s talk.

Office number: 778-760-2200
Email: [email protected]

10/28/2026

🌲 Big dreams. Beautiful destinations. A cause worth bidding for. 💛

We’re proud to co-sponsor a featured item at the 42nd Annual Rotary Club of Kalamalka Vernon Dream Auction!

This year’s featured getaway? 🏞️ Two nights at the stunning Gostlin Keefer Lake Lodge for 9–18 adult guests, with a retail value of up to $14,600!

We’re honored to support an event that brings our community together to make a difference. ❤️

📅 Mark your calendars for November 21, 2026, and get ready to bid for a cause!

10/27/2026

So, who / what is Latitude Financial Services?
We’re a team of financial professionals serving the Okanagan, helping individuals, families, and businesses build wealth, protect what matters, and plan for the future.

From investing and retirement planning to insurance and employee benefits, we believe financial advice should be personal, practical, and built around your goals.

📍 Locally connected. Financially focused. Here for your future.

Because it’s about more than money. It’s about helping you make the most of what matters most.

☀️ Get to know us at Latitude Financial Services.

Office number: 778-760-2200
Email: [email protected]

10/23/2026

The holidays are just around the corner, and so are the expenses that come with them.

Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.

Need a bit of inspiration? Polish up on your budgeting skills here https://bit.ly/4iBF5Sq

Do you live paycheque to paycheque? No money left over for savings? It’s probably time to make a budget.

10/21/2026

💡 A bigger pay cheque doesn’t automatically mean a bigger net worth.
It’s easy to focus on earning more, but your everyday financial habits matter too.

Building wealth can start with simple steps:

✔️ Knowing where your money goes
✔️ Creating a savings routine
✔️ Managing debt strategically
✔️ Investing with a long-term plan
✔️ Making sure your financial protection keeps up with your life

You don’t need to get everything perfect. You just need to start making intentional decisions.

Want to build a plan? Let's connect. Contact us to schedule a meeting!

Office number: 778-760-2200
Email: [email protected]

10/09/2026

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://bit.ly/4hCKybc

10/09/2026

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today.

10/09/2026

10/07/2026

▶️ Part 2 is here … give it a watch!

TFSA + estate planning = a detail you don’t want to overlook. 👀

Did you know that if you have a spouse, naming them as a successor holder on your TFSA can be very different from naming them as a beneficiary?

Jacquie breaks down what this means and why the distinction matters when planning for the future.

If you want to learn more, contact us to book.

Office number: 778-760-2200
Email: [email protected]

10/06/2026

What happens to everything you’ve worked for? 👀

Estate planning isn’t just for the wealthy — it’s about making sure your wishes are known and your loved ones are protected.

Jacquie is breaking down the why, what, and where to start in Part 1. 💼

And there’s more to the story…

👉 Stay tuned for Part 2!

Address

1708 Dolphin Avenue, Suite 406
Kelowna, BC
V1Y9S4

Opening Hours

Monday	8:30am - 4:30am
Tuesday	8:30am - 4:30am
Wednesday	8:30am - 4:30am
Thursday	8:30am - 4:30am
Friday	8:30am - 1:30pm

Telephone

+17787602200

Website

http://www.sunlife.ca/latitude.financial/e/index.htm

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