Group Benefits
Everyone needs a group health plan. We have plans suited to every sized business, small or large. See how affordable it is to get quality coverage.
Life Insurance
Life Insurance is one of the cornerstones of a proper financial plan. Not everyone is the same and neither are all life insurance plans. Contact us today for a competetive quote or to review your current plan.
Segregated Funds
Segregated funds are like mutual funds with guarantees to ensure you get all the investment growth while providing guarantees to minimize losses.
Corporate Insurance
We work with corporate business owners to help them with succession strategies, key-person life insurance coverage or the buy-sell component of a shareholders agreement.
Points West delivers creative and tax-efficient solutions that meet the needs of our individual clients and business owners alike.

Through our independence, we scan the market and consult with specialists to ensure that your insurance solution is based on unbiased and proven strategies.

Lisa Jaffary is an Insurance specialist with Points West. Since 1990, Lisa has been helping individuals and business owners with their insurance planning. Her areas of expertise are health and dental plans, life, disability and critical illness insurance, segregated funds and guaranteed interest accounts. Lisa co-writes the column ‘Dollars & Sense’ in the Kelowna Daily Courier.
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