Carter Financial Services

At Carter Financial Services, we recognize that Group Benefits and Pension Plans are a key component of an organization’s culture and overall compensation philosophy. We know that your Benefits offering will serve a number of purposes for both you and your team, and that your goals and needs will evolve over time. With our experience in the Benefits marketplace, you can be sure that your programs are able to adapt to a rapidly changing environment.

We’ll help you develop strategies to maximize the value of your Benefit programs so you can attract and retain the right people, who in turn can help you grow your business.

Based in Kelowna, we proudly serve business owners and organizations throughout BC, including Kamloops, Vernon, Penticton, and Vancouver.