David Dodgson's Contact Details

David Dodgson's Company Details

Maccabee Financial Inc.

Kelowna, BC, CA • 5 - 9 Employees
Financial Services

Maccabee Financial Inc is a family owned, independent financial services company. We focus on building relationships with our clients, their families, and the community; our goal is to help our clients preserve their capital (keep their money and assets), preserve their buying power (generate returns on investment), and become more tax efficient. Do you struggle with "not having enough money to get started", and put off getting on track to financial success because of this? Are you a business professional who is looking for dedicated and reputable Investment and Insurance Advisors to refer your clients to? One of the best parts about being a local, privately owned independent company is that we care about EVERY client and interaction, and we make sure that we do what's right for our clients in every situation. This means that you don't have to worry about being just another number, or about having your needs and concerns fall through the cracks. Our job is to work together with you to find a solution that will fit into your life NOW, and help you reach your goals. Some of the solutions we provide include: • Life Insurance and Critical Illness Insurance • Corporate and Executive Benefits • RRSPs, RESPs, RDSPs and TFSAs • Mutual Funds • Segregated Funds What sets us apart is our focus - we're not just focused on your finances, we're focused on you. If your goal is to work together with people who genuinely care about you, build your net worth, reach your financial goals, protect your family's future, or protect your business earnings, contact us at info@maccabeefinancial.com.