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For Businesses

Protecting your business

You’ve worked hard to build your business; we want to help you protect it. Whether starting a new venture or maintaining a successful one, we can help you address your needs.

  • Life insurance
  • Disability insurance
  • Critical illness insurance

Protecting your employees

Your business or organization is unique, and so are your people. Whether you have three or 35 employees, we have access to comprehensive group benefits plans to help you retain your valuable staff:

  • Benefits plans for small business
  • Health-care and dental-care benefits
  • Wellness and disability benefits
  • Life and accidental death and dismemberment benefits
  • International benefits plans
  • Online services

Solutions Banking™

Many businesses don’t consider daily banking needs a part of their long-term financial security plan. However, the right banking products, integrated in your overall financial security plan, can have the potential to get your money working harder and smarter.

Solutions Banking™ is a smart alternative to traditional banks: straightforward and competitive with the convenience of around-the-clock banking.

With Solutions Banking™ products and services, you can continue to rely on us to identify your long-term goals and new ways to save money, unlocking powerful wealth-building strategies to help you achieve your financial security goals sooner.

Solutions Banking™ products and services, provided by National Bank of Canada, include:

  • Bank accounts
  • Loans and lines of credit

 

While borrowing to invest can be a powerful means to build wealth, the risks involved make it a strategy that is not suitable for everyone. Leveraging magnifies gains and losses. Your financial security advisor and investment representative and your tax advisor can help you determine if borrowing to invest is a strategy that is right for you.

Products and Services

For Businesses

  • Protecting your business
  • Protecting your employees
  • Solutions Banking

For Individuals and Families

  • Investment products
  • Insurance products

Locations

British Columbia

410-1620 Dickson Ave
Kelowna, BC
V1Y 9Y2 Canada

 

 

Contact Info

  • 306-993-1828  

  •  steven@bakourisfinancial.com
  •  Send A Message
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The information on this website is intended for residents of Saskatchewan, British Columbia, and Alberta only. 

Click here to view legal, copyright and trademark information

Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

Insurance products, including segregated fund policies, are offered through Bakouris Financial Group Inc., and Investment Representative Steven Bakouris offers mutual funds, referral arrangements and GICs through Quadrus Investment Services Ltd.
 
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
 
 

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