William H. Ambrock CFP, CLU
Kelowna, BC
Kelowna, BC
Wealth Management, Estate Planning, Investment Planning,
Insurance Planning
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What do you love most about your job?
Taking Care of My Clients Insurance and Investment Needs
What inspired you to start your own business?
Enjoy building lasting relationships by educating clients so they can make informed decisions and then providing continued support and service.
Can you provide your services online or remotely? If so, please add details.
Yes all applications and forms can be completed remotely with Electronic Signature
Life Insurance
Term, Whole Life, Universal, Mortgage Life Insurance
Disability Insurance
Income protection, Accident and Sickness Coverage
Critical Illness Insurance
Group Benefits
Health Spending Accounts, Group Health and Dental, Disability Insurance, Emergency Medical
Investments
Segregated Funds, RRSP, RESP, RRIF, Locked-in Accounts LIRA, LRSP, LIF, Defined Contribution Plans, TFSA, Pension Plans
Financial Planning
Estate Planning
Retirement Planning
Insurance Planning
Business Succession Planning
Buy Sell Insurance
Key Person Insurance
Mortgage and Debt Information
Mortgage referral service
