Insurance
Sun Life Financial
About Sun Life Financial
Most people do not think hard about insurance until a specific event forces the question, whether that is a new mortgage, a new baby, a health scare, or a business that has finally grown big enough to need its own coverage. Sun Life Financial keeps an office at 1700 Dickson Avenue, part of the downtown cluster where a good deal of Kelowna's professional and administrative work gets done.
Advisers working under a national insurer usually cover a wide spread of ground: life coverage, disability and critical illness protection, health and dental plans for people without an employer behind them, group benefits for small companies, and the savings and retirement products that sit alongside all of it. Where one adviser differs from the next is emphasis. Some build a practice around young families and mortgages, others around business owners, benefit plans and succession. When you first make contact it is fair to ask how the adviser is paid, whether they will review coverage you already hold elsewhere, and how often a plan gets revisited once it is signed.
That last question carries weight in a city like this one. Kelowna runs on construction, tourism, wine, health care and a growing set of smaller technology firms, and a large share of that work is contract or self employed, which is exactly the situation employer coverage does not reach. Dickson Avenue sits inland from the waterfront blocks, with parking easier than downtown proper, and an office of this kind is normally visited by appointment rather than walked into, so arrange a time before you make the drive.
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In the Downtown neighbourhood of Kelowna.
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