Capri Wealth Management

100-1500 Hardy St, Kelowna, BC V1Y 8H2
250-860-7144

Capri Insurance started in Kelowna in 1975 with 6 people and a handful of clients. Today Capri Insurance and its affiliates serve 100,000 clients with over 300 people in 12 offices throughout the Interior of British Columbia and 1 office in Greater Vancouver. Capri Insurance is licensed across Canada and through partnerships in Quebec. We have grown substantially because we have stayed in tune and responded to the need for service, convenience and innovation. Specializing in Business Insurance and Personal Insurance programs including Employee Benefits and Wealth Management at Capri Insurance we truly have you covered. Capri Insurance continues to invest in technology to reduce the overhead for insurers and ourselves which enables us to reward our clients with competitive products while maintaining a high level of personalized service. When a loss does occur, our claims department is geared to respond by handling claims with efficiency and sensitivity, 24 hours a day.

Capri Wealth Management - 100-1500 Hardy St, Kelowna, BC

Located at 100-1500 Hardy St in Kelowna, Capri Wealth Management is a local business within the financial planning consultants category of Canpages website.

Feel free to call 250-860-7144 to get in contact with Capri Wealth Management that is located in your neighbourhood.

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Opening Hours

Monday 8:00 am - 5:00 pm

Tuesday 8:00 am - 5:00 pm

Wednesday 8:00 am - 5:00 pm

Thursday 8:00 am - 5:00 pm

Friday 8:00 am - 5:00 pm

Specialities

  • Mining
  • Marine
  • Oil & Gas
  • Industrial
  • Forestry
  • Group Benefits
  • Mortgages
  • Wealth Management
  • Aviation
  • Critical Illness

Products and Services

  • Insurance Agency
  • Insurance
  • Homeowner Insurance
  • Liability Insurance
  • Life Insurance
  • Trucking Insurance
  • Property Insurance
  • Mutual Funds
  • Home Insurance
  • Group Insurance
  • Car Insurance
  • Business Insurance
  • Boat Insurance
  • Casualty Insurance
  • Commercial Insurance
  • Travel Medical Insurance

Methods of Payment

  • Visa
  • MasterCard
  • Cash
  • Interac

Languages Spoken

  • English

Others

  • Designations
  • Canadian Certified Insurance Broker (CCIB)
  • Chartered Insurance Professional (CIP)
  • Fellow, Chartered Insurance Professional (FCIP)
  • Canadian Risk Management (CRM)
  • Chartered Life Underwriter (CLU)
  • Certified Financial Planners (CFP)
  • Chartered Accountants (CA)
  • Group Benefits Association (GBA)
  • Retirement Plan Association (RPA)