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Ⓡ

09/09/2026

Your health can change in an instant - your financial plan shouldn't be left behind. Our advisor Barb Hohner breaks down the importance of critical illness coverage and how it can provide financial support when you need it most.

Want to chat further? Book a meeting with Barb today.

Call or email us to get started.

📞 778-760-2200
📩 [email protected]

📲 This just in .... We’re on Instagram! If you're not following us yet, what are you waiting for?! 😉We’re bringing finan...
09/08/2026

📲 This just in .... We’re on Instagram! If you're not following us yet, what are you waiting for?! 😉

We’re bringing financial tips, helpful insights, and behind-the-scenes moments.

Catch your advisor popping up in our reels with personalized tips, financial words of wisdom, and the occasional “look who we convinced to make a reel” moment.😂🎥

Consider this your invitation to come hang out with us over there.
Give us a follow on Instagram and stay in the loop!
📸

When he’s not helping clients build their financial futures, you might find our advisor Aaron Nasipayko out on the water...
09/04/2026

When he’s not helping clients build their financial futures, you might find our advisor Aaron Nasipayko out on the water making a difference in the community.

Aaron recently took part in the 9th annual Stand Up for Charity paddle, completing an 18 km paddle across Kalamalka Lake alongside the team. Despite cold temperatures, strong winds and challenging conditions, the team persevered and helped raise $36,600 for the Youth Integrated Services Hub.

Not only does Aaron excel at being an advisor, this is how he spends some of his free time! We’re proud to have someone on our team who’s always willing to go the extra mile (or, in this case, 18 km 😉) for a great cause.

Way to go, Aaron!👏🏼👏🏼👏🏼

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a...
09/03/2026

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. https://bit.ly/4h9fhfF

09/03/2026

If your employer offers a Group RRSP with matching contributions, you could be leaving free money on the table by not taking advantage of it.

Allow Brendon to help better understand how employer matching works, what you may be eligible for, and how it can fit into your overall retirement strategy.

Call or email us to get started.

📞 778-760-2200
📩 [email protected]

The right plan can help your money work toward the things that matter most. Whether that's buying a home, planning for r...
09/02/2026

The right plan can help your money work toward the things that matter most. Whether that's buying a home, planning for retirement, or leaving a legacy.

Save with purpose. Plan with strategy.

Contact us today to build your personalized financial plan.

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

08/31/2026

TFSA vs RRSP - Which one wins?
Spoiler alert: There's no "one size fits all" answer.

Two great tools. Different benefits. Want to connect with our advisor Aaron Nasipayko? Let's continue the conversation. Book today⬇️

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

Want your money to work for your family's future? 💰 Creating a plan to help your wealth last for generations takes more...
08/28/2026

Want your money to work for your family's future? 💰

Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.

A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come

Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://bit.ly/45VBMyk

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect wh...
08/27/2026

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect what you've built.

Let’s connect to guide you toward a retirement strategy that fits your needs. https://bit.ly/4gzwvkL

We're proud to sponsor the 15th Annual Southern Medical Program Charity Golf Tournament in support of the KGH Foundation...
08/20/2026

We're proud to sponsor the 15th Annual Southern Medical Program Charity Golf Tournament in support of the KGH Foundation and the important work they do to strengthen health care in our community. We invest in communities because they invest in us.

📍Sunset Ranch Golf & Country Club in Kelowna, BC on Sunday, September 6th, 2026

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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