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Huften Financial Group is an insurance and investment firm based out of beautiful Kelowna, British Columbia. We specialize in providing insurance quotes from the top insurers in Canada.
All of our clients enjoy the peace of mind in knowing that they are receiving an unbiased opinion regarding their financial situation- something that is quite rare in today’s financial industry. Talk to us, we can help you with any of your insurance, investment or mortgage needs.
One of the certainties of insurance and investment planning is that your circumstances will continue to change and evolve. We continually monitor your account (insurance or investments) and will notify you of any changes in the marketplace or new products which may better suit your needs. This helps remove any financial worries you might currently face and allow you to enjoy your life.
Just like you, we are Canadian. We are based out of Kelowna, British Columbia but have the ability to serve your financial needs anywhere in Canada. The recent changes in technology have allowed us to be in a position where we are can source your financial matters no matter where you are.
Being an independent broker allows us to understand your situation and provide you with the most flexible insurance and investment plans available. This ensures that you are receiving the right product from the right company to suit your needs.
Through Huften Financial Group you are connected to the entire marketplace in Canada for your insurance and investment needs. This results in the best priced insurance plans and quality investment products from a wide selection of products and carriers.
We are always a phone call, e-mail or text away. We are committed to being a long-term partner with you as you move through life’s milestones. Our clients appreciate the relationship we are committed to building with them.
Tax Free Savings Account
A TFSA is a versatile investment vehicle. Let us help you increase your savings by completely sheltering them from tax.
Whether you are saving for retirement or already retired, we can help you grow your savings and increase your retirement income
Your house is one of your largest assets. We can reduce your interest payments and help you be mortgage-free as quick as possible
I have known Simon for over two years now and throughout this time I have been impressed with not only his professionalism, but his wise placement of our money and knowledge in helping us structure our finances. I have been very pleased with the service I have received thus far and look forward to our dealings going forward.
Since working with Simon he has met and surpassed my expectations of working with financial advisors. Over the years, he has really taken the time to understand my families situation and has given me the confidence that our financial goals are well taken care of.
Simon helped me review my insurance needs and helped me realize that I actually wasn't covered for what I thought I was. He made it really easy to understand how my policy works and ensured that I now have the right coverage.
My wife and I have been working with Simon since 2010. We have placed our trust with our families retirement and insurance planning with him and are definitely glad we did. His knowledge, trust and professionalism is what makes us comfortable with dealing with him. We would not hesitate to recommend Simon to anyone who is in the need of a long term, honest advisor.
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What we specialize in
- Registered Retirement Savings Plan (RRSP)
- Spousal Retirement Savings Plan (SRSP)
- Registered Retirement Income Fund (RRIF)
- Tax Free Savings Account (TFSA)
- Non Registered Savings Plan (OPEN)
- Registered Disability Savings Plan (RDSP)
Protecting You & Your Family
- Term Life Permanent & Whole Life
- Universal Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Group Benefits Health & Dental
- Travel Insurance
Send us a message
If you're ready to book a meeting, or have any questions about your financial future or insurance, get in touch with me using the form below. Alternatively, you can reach me on the phone at 778-484-2683