Reliable Financial Advisor

With Your Best Interests at Heart

If you are looking for a qualified financial advisor in Kamloops, BC, turn to OMorrow Financial Services. We are your source for top-notch financial solutions. We never oversell and never push you to make decisions you do not want. What we do is offer clear, precise, and easy-to-understand explanations of all our products and services, including their value to you, our client! To find out what you can expect from us, read some testimonials from businesses and families we have worked with in the past.

Dear Brad:
I don’t think we tell people enough how much we appreciate their hard work and efforts.  Initially, when we came to see you we were very disappointed in the Bank where we had held mutual funds and had lost a substantial amount of money in the Mutual Fund account by constantly being told just sit and wait everything will work out eventually.  The Far Eastern Fund never did come back and we lost all our money.  
Brad has consistently watched over our funds and the markets and has transferred from one fund to another as needed by watching the stock market.  As a result of his due diligence our portfolio has remained strong and we have not incurred losses that we would not be able to make up as we are nearing retirement age and we do not have time on our side.
He responds to inquiries right away no matter how small.  We have entrusted him with our finances and would highly recommend him to anyone.  We think of him as a friend.  He has taken care our our portfolio as if it were his own.  We are extremely grateful that we have him as our Financial Planner.

Very Satisfied Customer, 
Susan

Thanks to Brad O’Morrow
O’Morrow Financial Services
For the great service and doing an Amazing job with my rrsp’s

Blake

To Whom it may concern:
I have had various financial advisors in the past and found that Brad has been very good at making sure I am looked after. He watches the markets closely and manages my investments to make the maximum amount of money possible. He has been doing a very, very good job. He also looks after my wife’s funds, to date, the only to make her money.

Happy
James Ordog

Letter of Reference
O’Morrow Financial Services
To Whom it May Concern:
Brad O’Morrow has taken care of our Company benefit plan since June 2010. We were approached by Brad with some quotes for the Company. Brad has always taken care of our needs and answered any questions in a very professional manner.
I would recommend Brad O’Morrow for your benefit needs.

Ian Shaw-MacLaren
President
MacBurr Holdings Ltd

To whom it may concern,
We were approached by Brad O’Morrow regarding our company’s health benefits plan back in May of 2010. He was very knowledgeable about the plan and what it would offer our company. We are very glad to say that we switched to his plan in July of 2010 and have been very happy with the package and with Brad’s professional approach to which he solves any questions that we have had. He is very approachable and is always easy to get a hold of. We can say that Brad is part of our business.
I would highly recommend Brad as your representative

Karen
Office admin

To whom it may concern
Our company Living Kitchens Ltd has been enrolled in an employee benefit program through Brad since 2008. After researching and investigating other programs we decided to enrol through Brad Largely in part because of his knowledge and professional service. He has always responded quickly to any and all questions and he has been very accommodating toward meeting with our employees if they have questions or are looking for good solid advice. He takes care of his clients and works hard to ensure their best interests.
With Brad, we know we are well represented and we would highly recommend him.

Kathleen Vermey- Payroll Manager
Living Kitchens Ltd.

I first started dealing with Brad through my employment and our Company Benefits. I liked the manner in which Brad explained things and handled the account so I eventually started dealing with him on a personal basis and have switched my RSP’s over to him to manage. Great knowledge and very professional service!

Dianne

Discover Excellent Financial Solutions

You deserve the best financial services possible. At OMorrow Financial Services, those are exactly what we offer and more. Give us a call or send us a message today, book a financial consultation, and together, let us take the first step toward financial stability. Our office is open from Mondays through Fridays to serve you.