Make customized financial decisions for your future
Helping you to achieve your goals by providing unbiased financial advice, so you can make informed financial decisions that you can feel confident in. When you work with an independent, experienced Advisor, it means you gain access to unbiased advice, personalized service and the dedication to addressing your unique concerns and future goals. Let us help you reach your goals now, and in the future.
Tom Stow, MBA
Insurance Consultant, Manulife Wealth Insurance Services Inc.
Tom is a seasoned professional with over two decades of expertise in the life insurance industry, having honed his skills at two of Canada's leading insurance providers. Transitioning into a new phase of his career, he now serves as an Insurance Consultant for Wealth Managers and Tax Planning firms throughout Western Canada.
In 2017, Tom earned his Masters in Business Administration from Simon Fraser University, a qualification he utilizes adeptly to construct compelling financial arguments advocating for the strategic incorporation of insurance within comprehensive financial plans. His approach revolves around collaborating with professionals such as lawyers, accountants, and private bankers to develop tailored solutions centered on clients' needs. By leveraging his vast experience and educational background, Tom enables clients to minimize tax liabilities, attain estate harmony, and navigate financial matters efficiently and equitably.
Based in Kelowna, BC, Tom shares his home with his loving family, including his Iranian rescue dog. Outside of his professional endeavors, he finds solace and exhilaration in exploring the breathtaking landscapes of British Columbia, whether it's carving through pristine slopes on skis or traversing rugged trails on his mountain bike. Tom's commitment to his craft, coupled with his passion for adventure, embodies his dedication to both his clients' financial well-being and his personal fulfillment.
Rachelle Picard
Operations Manager Manulife Wealth Insurance Services Inc.
With a diverse career spanning unique environments such as boutique style heli-skiing operations, dance competitions and festivals, and office management, Rachelle has developed a wealth of experience in leadership and management. Having excelled as a team leader and manager in these varied settings, Rachelle brings a well-rounded skill set to every role. Currently serving as an Operations Manager for Tom Stow Insurance Consulting, she oversees operations with precision, fostering efficient systems and smooth team collaboration.
Outside of work, Rachelle enjoys staying active through Pilates and engaging in outdoor activities with friends, embracing a balanced lifestyle that blends professional drive with personal wellness.
Armand Bokitch
Insurance Advisor Manulife Wealth Insurance Services Inc.
Armand has spent the last five years immersed in the insurance industry, specializing in life, health, and wealth insurance, as well as personal insurance while living in Calgary. Throughout his time in the financial sector, he has honed exceptional relationship-building skills. Armand is passionate about breaking the stigma surrounding the complexities of life insurance, aiming to empower individuals, families, and businesses by providing education and sound advice to enhance their purchasing confidence.
Originally from Kelowna, Armand is excited to return to the Okanagan. Outside of work, he maintains a balanced lifestyle, enjoying runs and hikes with his dog, Enyo. A long-distance triathlon competitor, Armand has traveled the world for races and has an extensive background in collegiate athletics.
A tailored experience
Your financial needs and goals are unique, that is why we strive to provide our clients with a custom and personalized approach to their financial strategy. Backed by trusted experience and expertise, we focus on developing the right solutions for you, at the right price.
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These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual's situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that this calculator is reliable, accurate, or complete or that it will be compatible with your computer.
We work closely with you to provide personalized advice to help you reach your goals. Our partnership with Manulife Wealth allows us to offer a broad spectrum of customized financial solutions for every stage of your life. We’re backed by the strength and stability of Manulife, serving individuals, groups, and institutions around the world.
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Tom Stow
Manulife Wealth Insurance Services Inc.
110-565 Bernard Ave.
Kelowna, British Columbia V1Y 8R4
Tom: 250-470-8239
Rachelle: 250-808-7870