Watkinson & Associates

Watkinson & Associates, located in Kelowna, BC, is a financial advisory firm providing a range of solutions for future financial needs. Specializing in investment planning, retirement solutions, wealth management, and tax planning, they offer personalized advice to help clients achieve their financial goals and ensure retirement security.

Led by experienced advisor Chuck Watkinson, the firm emphasizes the importance of finding the best insurance and investment products tailored to individual needs. They offer services such as life insurance, critical illness insurance, disability insurance, and long-term care insurance to protect assets and provide financial security.

Watkinson & Associates also offers resources on critical illness insurance and innovative financial products like Manulife One, aimed at reducing debt by combining mortgage, savings, and income into a single account. With a focus on empowering clients with financial knowledge, the firm aims to guide them towards a secure and prosperous financial future.

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