Our Company

We enjoy a long history in the Okanagan. Brian & Wendy Lutz founded Lutz Financial in 1986 focusing on Business and Personal Insurance. A long time employee, Geoff Straight took over the business in 2013 and today we’re called Lifestyle Insurance and Benefits Brokers and serve the Okanagan through our downtown Vernon office.

We market and manage employee benefit and group retirement services for small and medium sized companies. We provide individual coverage for Life, Critical Illness, Disability insurance. We are experts in the field of Accidental Injury Insurance and provide innovative and cost effective solutions for high risk industries and individuals. We are licensed in all provinces from BC to Ontario.

We provide travel insurance solutions for the Adventure Tourism market and are a preferred provider for HeliCat Canada, Wilderness Tourism Association, Backcountry Lodges of BC and Guide Outfitters of BC. Our in house travel specialist is able to customize your coverage for any type of vacation or trip abroad.

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