Strategic Alliances

At Safe Harbour Financial, we believe financial security goes beyond the numbers—it’s built on trust, peace of mind, and a plan designed around your goals. Whether you’re a business owner, incorporated professional, or preparing for retirement, we take a personalized approach to help you build, protect, and transition your wealth with confidence.

Our approach is simple:

We listen. We educate. We create strategies that make sense for your life.

Through our strategic alliances with respected organizations across the financial and insurance industries, we’re able to offer a broader range of tools, insights, and solutions—ensuring you receive the highest standard of care and access to what matters most.

CFP® – Certified Financial Planner

As a CFP® professional, we adhere to the highest standards of financial planning expertise, ethics, and client care. This designation reflects our commitment to delivering well-rounded, personalized strategies that support your long-term financial goals.

MDRT – Million Dollar Round Table

Being part of MDRT represents a global standard of excellence in life insurance and financial services. This network recognizes professionals who demonstrate exceptional client service, ethics, and performance.

Kelowna Estate Planning Society

The Kelowna Estate Planning Society is a collaborative network of professionals dedicated to enhancing the knowledge and practice of estate planning in the Central Okanagan region. Bringing together advisors from legal, financial, tax, insurance, and philanthropic fields, the Society fosters interdisciplinary education and promotes best practices through regular meetings, guest speakers, and open dialogue. By supporting ongoing professional development and encouraging ethical, client-centered planning, the Society plays a vital role in helping local families and business owners build lasting legacies.

CALU – Conference for Advanced Life Underwriting

Membership in CALU connects us to Canada’s top insurance and tax planning professionals. It provides access to advanced industry insights and advocacy efforts that help us serve clients with sophisticated, high-value planning needs.

Advocis – The Financial Advisors Association of Canada

As proud members of Advocis, we stay informed and actively engaged in shaping the future of financial advice in Canada. This membership reinforces our commitment to professionalism, continuing education, and putting clients first.