Why Working with an Independent Insurance Broker?

📘 Why Working with an Independent Insurance & Investment Broker Gives You an Unfair Advantage

By TiKi Wealth | Trusted Partner of Experior Financial Group

When it comes to securing your financial future, choosing the right insurance or investment solution can feel overwhelming. With so many providers, products, and fine print—it’s easy to feel stuck or unsure. That’s where TiKi Wealth comes in.

As an independent broker contracted with Experior Financial Group, we aren’t tied to just one insurance or investment company. We work for you—not the provider.

✅ What Does That Mean for You?

You get access to:

• Multiple providers with competitive options

• Customized recommendations based on your life, not just sales quotas

• Ongoing support as your needs evolve

• Honest advice backed by training, licensing, and integrity

🛡️ Insurance Planning That Fits Your Life

We help individuals, families, and business owners understand and choose from:

• Life Insurance (Term, Whole, Universal)

• Critical Illness & Disability Protection

• Super Visa Travel Insurance

• Group Benefits for Teams

• And more

Whether you're protecting your family's future, applying for a mortgage, or offering benefits to employees—we help you compare and choose smartly.

📈 Investment Guidance That Puts You First

Saving for retirement? Planning for your child’s education? Want to grow your money without guessing?

We guide clients through:

• RRSPs, TFSAs, and RESPs

• Retirement income planning

• Tax-smart investment strategies

• LIRA, LIF, and RIF conversions

• And more

We explain everything in simple terms—no jargon, no pressure.

🤝 Your Financial Journey is Personal. So Are We.

We’re not a bank. We’re not a call center. We’re your local Kelowna-based partner in wealth building and protection.

At TiKi Wealth:

• We believe in education over pressure

• We aim for long-term trust, not one-time sales

• We offer free consultations to explore your needs before you commit

🔗 Ready to Start?

Let’s take the guesswork out of your financial future.

📅 Schedule a Free Consultation
📧 Have a question? Email us at info@tikiwealth.com

TiKi Wealth – Insurance & Investment Solutions That Work for You
Proudly representing clients through Experior Financial Group Inc.