Latitude Financial Services, Inc.

Latitude Financial Services, Inc. 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Ⓡ

Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial ...
06/05/2026

Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!

https://bit.ly/43gWaIY

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings al...
06/04/2026

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.

Dreaming of owning your first home? You might not know all the tools available to help you get there. From RRSP Home Bu...
05/22/2026

Dreaming of owning your first home? You might not know all the tools available to help you get there.

From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada ...
05/21/2026

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?

Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.

Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on yo...
05/09/2026

Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!

https://bit.ly/3RdkloJ

Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased ...
05/07/2026

Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://bit.ly/4cZgtjW

Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it...
04/24/2026

Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://bit.ly/4mSnJkO

Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a pe...
04/23/2026

Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!

A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the...
04/10/2026

A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://bit.ly/4ef1cw9

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

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