• Helping families plan for life's adventures since 1986.

  • Lifestyle Financial Vernon

    Expert solutions to help your business succeed

  • Lifestyle Financial

    Solutions that work as hard as you do

  • Lifestyle Financial

    We’re committed to your success, and your family’s success

  • Lifestyle Financial

    Building a brighter future, together

  • Lifestyle Financial

    Providing solutions to Vernon families since 1986

  • Some things in life are unpredictable.

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Most people don’t plan to fail, they fail to plan!

Lifestyle Financial is a small firm located in the heart of the Okanagan Valley. In business since 1986, we have always strived to do what is best for you, be it helping business meet their goals, setting families up to protect their future, and helping insure vacations across the world, or right here in Canada.

 

Privacy Statement: Your privacy is important to us. This privacy policy is intended to give you confidence in the privacy and security of the personal information we obtain from you whether you are using our request for quote system for Travel Coverage, or submitting a request for more information on our contact page. We use your information solely for our professional use, and do not give your information to any third-parties ever. However, please note that we are not responsible for any use of your personal information you provide to third-party applications or websites that may be accessed via the Partners page. We recommend that you review the privacy policy of any third-party applications or websites that you use.